Client Login Request Demo Gained three analyst hours a day with automated accounting Horseferry Trading is a Singapore-based single-family office that stewarding a diversified portfolio across listed equities, private credit, options and FX strategies. Led by a four-person investment team, the firm applies a disciplined investment approach to compound capital sustainably while preserving core wealth…
Single Family Office
The Lupton Company
Client Login Request Demo Reduced work time from three days to one, boosting efficiency The Lupton Company, LLC is a Chattanooga-based single-family office providing investment, management, legal, and other services to the Lupton family members. They faced challenges due to the large number of family entities and ownership structures, requiring a flexible accounting and reporting…
