Family Office

For organisations managing a number of sizeable mandates with long term return objectives and short term value preservation
Download the Brochure

Family Office

For organisations managing a number of sizeable mandates with long term return objectives and short term value preservation
Download the Brochure

Efficient management of large-sized mandates

The Family Office Solution facilitates management of several mandates of considerable size. Investments are made with long-term return objectives as well as short-term focus on preserving the value of the holdings. This includes numerous different asset classes with a wide geographic spread, as well as physical assets such as real-estate and art.
Make informed decisions with Asset Management platform
Fast and safe Asset Management platform

Easy & safe communication

Deliver constant communication with the clients so that they gain understanding of what contributes to the overall return, both short and long term.

Client Relationship Management

The platform gathers all the information required via KYC questionnaires and other documentation, to enable monitoring and evaluating which service and investments best fit the client needs.
Independent, cloud-based & fully integrated Asset Management platform

Efficient management of large-sized mandates

The Family Office Solution facilitates management of several mandates of considerable size. Investments are made with long-term return objectives as well as short-term focus on preserving the value of the holdings. This includes numerous different asset classes with a wide geographic spread, as well as physical assets such as real-estate and art.
Make informed decisions with Asset Management platform

Easy & safe communication

Deliver constant communication with the clients so that they gain understanding of what contributes to the overall return, both short and long term.
Fast and safe Asset Management platform

Client Relationship Management

The platform gathers all the information required via KYC questionnaires and other documentation, to enable monitoring and evaluating which service and investments best fit the client needs.
Independent, cloud-based & fully integrated Asset Management platform

Key Features of the Family Office solution

CLIENT RELATIONSHIP MANAGEMENT

Client and prospect management. Gather all the information you have acquired about your clients via KYC questionnaires and other documentation. Also, monitor which services the client buys from you.

BUSINESS INTELLIGENCE

Gives the ability to search for historical transactions, balances and holdings. Analysis can be performed with the help of drill-down and carve-out functions.

FINANCE

Accounting records configured according to your chosen chart of accounts. Export the records via SIE export to a bookkeeping system.

MEASUREMENTS

Service for calculating risk and return for different time horizons and levels of aggregation. The system supports the following methods: Time-weighted return, Modified Dietz and Internal rate of return.

PUBLISHER

Application used to publish market information and monthly reports to your clients. The information can be handled in your own online portal accessible by your clients.

COMPLIANCE

Application used to set up rules for legal requirements as well as investment rules and other internal investment restrictions.

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