Speed up family reporting, improve efficiency, and scale effortlessly with a basic back-office solution for Multi-Family Offices:

• Eliminate error-prone spreadsheets and reduce spreadsheet dependence.
• Tailor reports to meet each family's unique needs.
• Easily prepare and file tax reports, including US K1, 1065, Schedule D, and 1099 forms.
• Automate data feeds and seamlessly integrate with custodians and brokers.
• Enjoy fully flexible reporting 24/7 without closing the books.
• Access full financials and NAV anytime.
• Benefit from fully integrated investment, partnership, and general ledger capabilities.
• Support a wide range of investments, security types, and fund structures for limitless service offerings.
• Scale effortlessly to handle multiple families and concurrent users.
• Maintain high privacy and data security for all families.

Starting from $19,530 / Year (Digital transformation and hosting fees apply)