Family Offices often have the complex holding structures of trusts, partnerships, and individual accounts. Their investments are usually pooled together in various combinations invested in publicly traded companies, private companies, hedge funds, real estate, and other investment instruments. Our offering for Family offices considers all these requirements and stitches modules from both Wealth Management and Alternative Investment space into a complete and robust solution for Family Offices.
Global Family Office
Our Product Offerings
Global WealthES- Accounting Module
The trust accounting engine is the book and record of all entities (accounts) and assets. It keeps records of all the transactions at the entity level also while supporting nested partnership structures as well as the creation of asset pools.