Family Office Solution
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
- Streamlined internal asset management processes
- Minimised costs and mitigation of risks
- Ensured improved productivity
- Flexibility and on-time in reporting generation and analysis
