Overview
Based on our successful Integrated Wealth Platform, our reporting and analytics suite has been expanded to offer a comprehensive 'Digital Family Office,' providing everything needed for smooth and efficient operation.
As a result of digitisation and automation, the costs associated with managing an office and the required starting value are both substantially reduced.
Services available on desktop and mobile applications include:
- Total wealth aggregation, including hard-to-value and lifestyle assets – 'everything, everywhere'
- Contribution and attribution analyses
- Risk analytics
- Sustainability and ESG analysis
- Trade execution and settlement
- Custody and safekeeping
- FX and other financial services
All combined with the latest in data security.