SFOs, MFOs & CPAs serving the U-HNW
Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting platform can help your office run smoothly and efficiently.
As a Multi-Family Office, you need all the capabilities of a Single Family Office across multiple clients. We provide quick, consolidated views across all client entities with drill-down capabilities.
CPA’s rely on accurate data for their reports. Our technology platform integrates a general ledger optimized for multi-asset class, multi-currency portfolios with robust portfolio reporting and analytics.