Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Company News
Company News
January 23, 2026
Welcoming Mark Wickersham as Director of Strategic Partnerships

Welcoming Mark Wickersham as Director of Strategic Partnerships

Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Company News
January 23, 2026

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The importance of user permissioning in family office accounting software

Maximize control and security of your accounting function.

Articles
Articles
February 21, 2024
General Ledger

The true cost of outdated accounting software for your Family Office

In today's rapidly evolving business landscape, financial clarity is not just a goal – it's a necessity.

Articles
Articles
February 14, 2024
Multi-entity

Unlocking the power of dimensionality in family office real estate accounting

How to unlock clarity and insight in your multi-entity real estate operations.

Guides
Guides
February 9, 2024
Dimensions

Prismatic announces the launch of its revolutionary financial management platform

Prismatic launches it's revolutionary cloud accounting solution.

Articles
Articles
February 5, 2024
Company news

Resource: 6 ways QuickBooks is holding your family office back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Guides
Guides
January 25, 2024
QuickBooks
Chart of accounts
General Ledger
Multi-currency
Private Equity

Why it's hard to accurately report with legacy non Family Office accounting software

Why are there significant reporting limitations for legacy finance systems?

Articles
Articles
January 19, 2024
QuickBooks

What are APIs and how should family offices think about them?

APIs play a crucial role in enabling the integration of diverse software systems.

Guides
Guides
January 11, 2024
Integrations

What are some best practices to keep your family office chart of accounts clean?

How to maintain a clean, streamlined, and organized chart of accounts.

Guides
Guides
January 4, 2024
Chart of accounts
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Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.