The ideal solution for Family Office
A transformative 360º platform for Family Offices
Revolutionize your services with a 360º platform designed to cover your specific needs. An all in one solution that delivers the flexibility your clients needs.
ADVISORY SERVICES
DISCRETIONARY MANAGMENT SERVICES
PORTFOLIO MANAGMENT SERVICES
REGULATORY COMPLIANCE
CUSTOMER LIFECYCLE MANAGEMENT
ORDER MANAGMENT SERVICES
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
Integrate your entity with CORE
Manage user roles, customers and your financial instruments
Create hierarchies, assign roles, manage access control, and configure appearance, country, languages…
Group accounts and portfolios
Multiparameter risk profile configurations and analysis
Manage your Master Data Sheet and product lists
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Follow the evolution of portfolios with REPORTING
Asess Investment portfolios and generate value-added reports
Adapt the depth of the report for each client
Add multiple custodian or family unit accounts
Customize the format and content of the report
Automate the generation of reports for all your clients
Connect with your clientele with our PORTAL
Customer Web Portal
Connect with your clientele with our PORTAL
Customer Web Portal
Interact with your clients via our customized web portal
Enhance the operational autonomy of your clients with our platform
Keep your clients informed about their portfolios and investment proposals
Revolutionize your customers’ experience with access to an exclusive digital channel
Customers like you who have hired us
