As of October 2019, Vilna Gaon’s Digital Marketing team supports the online asset management (B2B Lead Generation) for TrustedFamily.net, a well-known Family Office Software.
As the digital transformation has become an urgent matter, a growing number of work processes can be digitized, consolidated and even automated using various family software solutions.
When carefully selected according to your objectives and implemented strategically, these programs enable higher levels of efficiency and help you to keep up with the growing demands of the business. They also facilitate coordination, data-sharing, and transparency that builds trust and engagement amongst family members as well as internal and external stakeholders.
Still, selecting software or SAAS (Software as a Service) solutions can be a daunting task and there’s much to consider before choosing family office software for various functions. To give you a starting point of reference to what’s available out there for every family office requirement, this is the current ultimate list of family office software.
Known Operational Support Platforms
Diligent is a modern governance single product suite solution that offers seamless integration of historically disparate tools. The platform provides tools and features that enable you to manage board materials, committee intelligence, evaluation, voting and resolutions, document sharing, collaboration, candidate search and entity management, all with real-time insights and comprehensive reporting.
Trusted family is an internationally renowned family office governance platform. It is engineered to offer a comprehensive solution that allows family offices to manage meetings, workflows, communication as well as complex and sensitive information flows in a single place. This helps to increase productivity and facilitate collaboration while keeping everyone in the loop.