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Overview

The Family Office software provides investment officers with comprehensive functionality to professionally manage and monitor invested financial assets, either in-house or externally managed. Its specialised modules and rich parameterisation features enable the delivery of tailor-made solutions, covering specific business and reporting requirements related with the Investment Management operations of a family office.

Key Features

Web-Based, Omni channel capabilities to monitor all assets effectively

Flexible portfolio, accounts and counterparty structure definition

Easy consolidation of accounts and multi-level analysis features

Global product coverage providing tools for Real estate and Private Equities management

Close monitoring of compliance with fully customisable investment strategies and guidelines for externally managed accounts

Enhanced performance measurement with contribution and attribution analysis

Multi-dimensional risk exposure analysis and metrics

Fee calculation and reconciliation with charges made by external counterparties

Instant cash flow analysis, e.g. coupons, maturities, dividends etc.

Flexible reporting services providing a user-friendly report generator tool with graphical features

Numerous readily available interfaces minimising manual data inputs

On-the-go access via omni channel capabilities

Benefits

Effective management of investments with minimum effort

Close monitoring of outsourced asset management operations

Streamline internal asset management processes

Minimise costs and mitigate risks

Ensure improved productivity

Being flexible and on-time in reporting generation and analysis

Why the Family Office solution by Profile Software?

The family office system has been selected by numerous respective organisation world-wide because of its rich and specialised functionality to help them manage their assets and effectively meet the executives’ requirements to generate additional wealth with limited risk.