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Family Office Technology Solutions

Supporting Family Wealth & Operational Needs with Software Solutions

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

Sage Intacct is a cloud-based accounting system designed to help small and midsize business owners and personnel make informed decisions. It gathers information from across an organization and provides real-time insight into revenue, cash flow, and profitability. Sage Intacct is accessible from any device with an internet connection, so you can make strategic business decisions on the go.

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Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an end-to-end business management solution built for small and midsize businesses. It's easy to use and adapt, helping you lower your accounting and IT costs, get better reporting, and make smarter decisions.

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Hosted Microsoft Dynamics GP

BKD provides Dynamics GP hosting services on Microsoft Azure for a single monthly fee. Get the benefits of the Microsoft cloud and protect your investment in Dynamics GP. Eliminate system management challenges by letting BKD host Dynamics GP on Microsoft’s industry-leading cloud service, Azure.

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We have 41 offices in 19 states , with BKD Trusted Advisors™ who offer solutions for clients across the country.

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