CFO Family Experience
Holistic View of Net Worth
Holistic View of Net Worth
Holistic View of Net Worth
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All assets across custodians, vehicles,
geographies and currencies.
24/7 Monitoring & Alerting
Holistic View of Net Worth
Holistic View of Net Worth
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Alerts on portfolio changes, user activity, cash movements and more.
Document Management
Holistic View of Net Worth
Portfolio analytics & Reporting
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Access and manage any document through digital vaults.
Portfolio analytics & Reporting
White Glove Onboarding & Service
Portfolio analytics & Reporting
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Analytics and detailed reporting on every aspect of net worth.
Family Communication Portal
White Glove Onboarding & Service
White Glove Onboarding & Service
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Share sensitive information, reports and
content in real time.
White Glove Onboarding & Service
White Glove Onboarding & Service
White Glove Onboarding & Service
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Simplified and expedited
implementation.
Alternatives & Passion Assets
Accounting, Tax & General Ledger
Accounting, Tax & General Ledger
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PE, VC, real estate, art & collectibles, direct investments.
Accounting, Tax & General Ledger
Accounting, Tax & General Ledger
Accounting, Tax & General Ledger
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Balance sheets, income statements
through automated journal entries.
AI Powered Automation
Accounting, Tax & General Ledger
Global Financial Aggregation
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AI & machine learning automate
processing of documentation.
Global Financial Aggregation
Global Financial Aggregation
Global Financial Aggregation
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Automated direct feeds to any
custodian you work with.
Estate & Trust Management
Global Financial Aggregation
Estate & Trust Management
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Interactive views of your estate for
optimized succession planning.
Military Grade Security
Global Financial Aggregation
Estate & Trust Management
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Private cloud. Encrypted data. Clients
control data access.
Wealth-owner centric design
Elegant and intuitive interface for wealth-owners and wealth management professionals to get seamless access to true holistic view of net worth for the most complex estate structures
Data Quality
Proprietary data aggregation technology with direct connections to over 400+ custodians globally
with automated daily reconciliation of over 5 million transactions
Fully Integrated Ecosystem
Intuitive interface goes beyond reporting and the platform continues to evolve brining new features and functionality centered around wealth-owners and wealth management professionals
Security & Privacy
Tier-4 private-cloud data center in Switzerland with client-owned private encryption key delivers total confidentiality
White-glove Engagement
Personalized engagement model with dedicated Relationship Manager, Onboarding Specialist (during onboarding phase) and Service Professional (post onboarding phase)