Family Offices
Garner investment insights and generate customized reports for your entire portfolio.
Challenges faced by Family Offices
Coverage of asset classes – both liquid and illiquid, listed and unlisted – in any currency is vital for wealth generation and preservation.
Getting bespoke wealth reporting is key for multi- generational and stakeholder transparency.
Family wealth data is sensitive information; therefore, data security and confidentiality are paramount.
Family offices require not just account aggregation across banks, but also regular comparison of the performance of different banks and their private bankers.
focus on the bigger picture
We understand the unique needs of family offices
Consolidate your global investment portfolio on a single platform.
Get insightful analytics for your global portfolios.
Get bespoke reports aligned with your family structure and holdings.
Get access to market updates from the industry’s leading market data providers.
Get insightful analytics for your global portfolios.
Maximize your returns by gaining structured product analytics on our dashboard.
Track performance of assets across listing status, liquidity, and currencies.
A secure platform certified with ISO 27001.
Get portfolio details at your fingertips with our mobile app.
We would be delighted to speak to you.