Multi-Family Office Software
Integrated end-to-end financial systems for multi-family offices operating under multiple jurisdictions and working with numerous custodian banks and brokers
OUTCOME
Flexible financial management platform to serve the needs of fast pace and demanding Multi-Family Office organisations
Security is paramount, data access is securely segregated with a granular and flexible setup. Interconnect with Custodians, brokers and other market players securely using industry standards, well proven security protocols irrespective of cloud or on-premise solutions.
Empower all clients and beneficiary owners by producing insightful, modern dashboards, across a multitude of accounts and asset types. Leverage Business Intelligence technology to liberate the time consuming production of tailored reports and dashboard.
Bring a consistent and structured methodology to your regulatory and compliance governance across multiple jurisdictions. Minimize the compliance overhead across all segregated multi-family accounts.
A stable, integrated, multi-family office software platform, the choice for providing a secure digital environment for growing mid-sized businesses. It is a powerful, intuitive integrated suite of software that opens up new levels of detail and enables quick, transparent, informed decision making.
Support your multiple families with a variety of different strategies that will evolve over time for each individual family.
Be ready to offer more highly personalized services in a modern and ultra connected marketplace.
Connect, interface and open up to the digital world in a secure and controlled manner, with greater accuracy, speed, and scale.
Products
Agility without limits
Delight every family member with a connected and engaging experience
Adapt and innovate with the only platform that empowers your team to deliver operational excellence
Close more deals and build stronger relationships by improving productivity and performance
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