Family offices need holistic, agile technology ecosystems to quickly adapt and respond to ever-changing requirements and requests. BKD offers a range of services and solutions to assist family offices in their digital transformation.

Not sure where to begin? Our financial digital assessment and cloud readiness assessment can provide blueprints to help you reach your technology goals. These fixed-priced engagements help organizations articulate, prioritize, and envision their digital future. Guided requirements assessments and system selection processes can help lay the groundwork for successful software implementations.

We work with family offices to choose a digital strategy to help meet their needs. This may start with a simple conversation regarding technological trends. The conversation will be future-focused on ideas such as migrating to the cloud, changing to Office 365, implementing a new software solution, or building reports and dashboards to help make data more easily accessible.

Enterprise resource planning solutions are at the center of family offices’ financial processes. Understanding the industry focus of available software solutions and how they align to your goals can help you succeed. BKD offers the following as software solutions in the family office industry:

• Sage Intacct
• Microsoft Dynamics 365 Business Central
• Hosted Microsoft Dynamics GP