We exist to help family offices mitigate uncertainties as they do not have any central tool helping them to do so easily when needed.
Indeed, as family officers ourselves, we have seen first-hand the lack of efficient multi-asset management tools for family offices:
- Bloomberg et al. do not support all assets effectively
- Banks reporting are not enough
- The currently available software solutions are too rigid
- Excel poses higher operational risks, inaccurate calculations and limited analysis
We solve this problem by aggregating the tools and data that family offices need, into one central, highly secure software offering advanced asset aggregation, reporting, accurate benchmarking and data-driven portfolio insights.
Our artificial intelligence powered technology make usually complex data processes such as advanced multi-asset reporting and risk management, more flexible, secure and cost-effective.