Accounting software for family offices appears to be stuck in a loop of inefficiency and compromise, as evidenced by the findings of a recent survey conducted by The Family Office Association, where respondents consisted mainly of family principals and presidents, the results unveil a snapshot of the current state of technology within these specialized financial entities.

Family office accountants have struggled to find the right family office software to meet their needs. This blog discusses the pros and cons of family office technology and how new family office platforms are changing the game.