Our platform transforms your business, maximizes your capabilities and contributions and helps you exceed client expectations, whether you have a single family office or a multi-family office.
Your business was our business. We lived your challenges so we created a technology platform to make the operations of a single family office or a multi-family office more effective, more efficient and less risky.
Single Family Office
Each family office is unique and has its own individual structure and business process to meet its needs. Whether the job is client reporting, accounting, performance reporting, estate planning, managing alternative assets, or any other of the myriad tasks an SFO does, there is the expectation they will be done in an accurate, transparent and timely way.
This is where we come in. We help your office get the job done faster, more accurately, and with less effort than any other approach.
- Access all the functions and data you need on one integrated platform
- Revolutionize providing information and reporting to the family
- De-risk office operations, including cybersecurity
- Effortlessly implement family office best practice business processes and workflows
- Automate mundane tasks
- And more…
A core mission of the platform is to provide trust — in the data, in the process and in the reporting.
A multi-family office serves many roles for its clients, and all of the services it provides must be executed with accuracy and transparency. We support MFOs with performing essential jobs like those in a single family office, but we can also help build value for your business — for standalone MFOs and also those within professional firms.
- Standardize operational processes and apply automation to core business functions and controls to reduce costs and operating risk, as well as enabling the business to scale
- Aid and ensure best practices among financial advisors; tie best practices to your value proposition and your brand positioning, and ensure advisor, middle office and back office efficiency
- Allow management to focus on value-added activities for current clients and prospects
- Implement differentiator/vertical market building (operations focus, strategy focus, etc.)
Core functions such as client onboarding, CRM and portfolio management, all the way through to client report production are all simplified with our software. Our integrated platform approach turns these core functions into more efficient, easily repeatable tasks that promote the back office to become part of the “value” of the multi-family office.
Professional Services Firms
Professional service firms are often required to perform functions parallel
to that of a single family office. To be effective, your team should be equipped with the right tools so it can efficiently and accurately execute these duties.
Like a single family office, an integrated platform with embedded business
processes, task management, and workflows can produce efficient, easily
repeatable tasks that increase the value you deliver.