Gestión de la complejidad de las family offices con AtlasFive

Para las family offices modernas, la complejidad es el nombre del juego. Dado que gestionan una intrincada red de entidades jurídicas, estructuras de propiedad e interrelaciones, las family offices tienen numerosas responsabilidades y requisitos de información que abarcan varios acuerdos. Y debido a la singularidad de la composición y las funciones de cada oficina, encontrar una plataforma tecnológica que abarque todos los aspectos de su administración y permita al mismo tiempo una personalización total ha sido todo un reto... hasta ahora. Con la plataforma AtlasFive de Eton Solutions, las family offices pueden por fin implantar un sistema totalmente integrado y configurable para adaptarse a las necesidades de sus clientes.

One family office experienced this upgrade firsthand after implementing AtlasFive. Serving four generations of clients spanning across three families, the office manages a large number of intercompany loans between trusts and beneficiaries, and new legal entities are created upon the purchase or acquisition of any investment — which only further increases the complexities of tracking contributions, allocations, and distributions. Compiling reports using shared spreadsheets across multiple systems was leading to duplicative data entry, excessive manual work, and a greater risk of errors.

This family office implemented AtlasFive to manage its information flows and service requirements and immediately saw an improvement to their work processes. Fund transactions in AtlasFive are easier to record yet allow for users to capture more detail and calculations in a single transaction. Similarly, the loan module in AtlasFive simplified the office’s process for recording transactions on both the lender and borrower side. The result? The office found not only that productivity increased, but also that it was able to provide even better service to its clients by focusing on value-added tasks.