Built for family offices by a family office and technology group
Solutions
A comprehensive family office performance reporting and accounting technology platform.
Reporting Engine
Mobile App
Browser Application
Reconciliation
General Ledger Reporting
IPS / Risk Management
Alerts & Notification
Investment Analytics
Performance & Accounting Engine
Investment Performance
Entities & Groups
General Ledger Accounting
Partnership Accounting
Tax Lot Engine
Multi-currency
Multiple Asset Classes
Infrastructure
Hosted Fully Managed Servers & App
Global Public Market Feeds
Encrypted Database
Private Custodian Feeds
Security & Privacy User Profile
Bank & Credit Card Feeds
Document Vault