Outsourced Solutions
Results: 13
IQ-EQ 
Luxembourg
Accounting, Client Portal, Compliance, Consolidated Reporting, Data, Data Aggregation, Developers, Fully Integrated Platform, General Ledger Accounting, Investing technology, Outsourced solutions, Partnership Accounting, Performance Reporting, Portfolio & Cost Analysis, Private Markets, Real estate, Reporting, Transaction Processing, Trust Accounting
IQ-EQ is a leading investor services group providing a comprehensive range of compliance, administration, asset, and advisory services to investment funds, global companies and family offices.
CFO Family Reporting
United States of America
Consolidated Reporting, Reporting, Technology provider
CFO Family Reporting is a comprehensive outsources back office solution for wealth reporting.
Hemonto
Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions.
WealthSpectrum
India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.
Highly credentialed team providing executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.
DAPM - Dynamic Assets & Performance Monitoring SA
Switzerland
Accounting, Consolidated Reporting, Data Aggregation, Digital Assets & Currencies, Governance, Impact & ESG, Peer Benchmarking, Portfolio & Cost Analysis, Portfolio Allocation, Private Markets, Real estate, Reporting, Risk Management, Security & Risk
Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.
Large enterprises, family offices and high net-worth individuals face near and far-term accounting issues. They turn to EisnerAmper for a comprehensive audit, accounting, advisory, consulting and tax services.
Trove provides high net worth individuals and their families with highly specialised, bespoke financial and personalised wealth administration services.
Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.
Kaufman Rossin understands that each family office is unique and requires personalised attention. That's why they offer outsourcing solutions for wealth preservation, lifestyle management, consolidated reporting, and more.
Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.
Alumia is a partner-led investment firm that specialises in providing investment advice through an innovative approach.
Mack International is a retained executive search and human capital/talent management consulting firm.
