AtlasFive® 使联合家族办公室的报告实现自动化
February 10, 2022
One of the most fundamental requirements for family offices is also one of the most challenging: providing the family with timely reports and accurate insights based on current data. If the office oversees multiple types of investments and transactions for multiple families, that challenge is even more overwhelming.
Often MFOs will outsource work (like data entry) in order to make their in-house staff more efficient. However, outsourcing comes with its own complications, like restrictive rules around data ownership and reduced data accuracy that causes additional work for office staff who have to reconcile these inaccuracies.
One fast-growing MFO experienced this challenge firsthand, and after a year and a half of outsourcing their software services, they turned to AtlasFive for a partnership. With the use of AtlasFive, this MFO was able to store all information in a unified system — and to control that data, too. Client-facing reports are consistent across all the departments, and fund transactions are processed in-house, eliminating the dependence on third-party data.
AtlasFive also provided a solution for the office’s client portal. Clients can now log in anywhere, at any time, and see meaningful groupings of their net worth, and the portal has simplified communication with clients, too. Custom reports in AtlasFive are easy to create, and the standardized procedure across all clients has boosted staff productivity while still providing individual clients with a customized experience. This MFO has been able to limit staffing expenses yet elevate their customer service at the same time — a win-win for both the office and the clients it serves.
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使用 AtlasFive® 管理家族办公室的复杂性
对于现代家族办公室来说，管理家族财政是一日益复杂的业务业务。由于家族办公室管理着错综复杂的法则实体、所有权结构和相反的相互关系网络，因为这需要承受大量的责备主任，并需要满足跨越各种类型的报告要求。由于每一个家族办公室的成人和角色的色彩都不尽相同，要找到一个既能盖其管理的方方面面，又能实现完全定制化的技术平台一直就是个战——直到现在。有了 Eton Solutions 的 AtlasFive®
使用 AtlasFive® 实现家族办公室的会计工作自动化
Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.
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