Outsourced Solutions

Results: 14

Hemonto Hemonto

Denmark
Accounting, Consolidated Reporting, Data Aggregation, Governance, Impact & ESG, Outsourced solutions, Portfolio Management, Risk Management
Ability to WhitelabelCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile AppOther Services

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.

IQ-EQ 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
Ability to WhitelabelAccountingAI PoweredConsolidated ViewCustom Development ServiceCustom ReportsFull Multi-Currency SupportMobile App

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 CFO Family Reporting

United States of America
Consolidated Reporting, Reporting, Technology provider
AI PoweredConsolidated View Reporting

CFO Family Reporting is a comprehensive outsources back office solution for wealth reporting.

Panchee Advisory Panchee Advisory

United States of America
Outsourced solutions

Highly credentialed team providing executive assistance, concierge services and lifestyle management solutions to family offices and UHNW families.

WealthSpectrum WealthSpectrum

India
Accounting, Advisors, Asset managers, Client Portal, Consolidated Reporting, Investment platform, Portfolio & Cost Analysis
Ability to WhitelabelCustom ReportsFull Multi-Currency SupportMobile App

WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs.

Accordant Global Partners Accordant Global Partners

Australia
Outsourced solutions, Risk Management

Accordant Global Partners is a boutique Risk Management & Security Advisory firm, we act as your Outsourced Family Office Chief Security Officer, safeguarding your family.

DAPM - Dynamic Assets & Performance Monitoring SA 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
Ability to WhitelabelConsolidated ViewCustom Development ServiceCustom ReportsDigital ExcellenceFull Multi-Currency SupportMobile AppOther ServicesProven AgilityTransparency Global MarketsMeasurementReal EstateReporting

Clients face difficulty overseeing global assets across multiple banks and institutions, leading to a lack of transparency, control, and effective financial consolidation.

Ocorian

United States of America
Accounting, Outsourced solutions

Ocorian delivers administration and compliance services for funds, corporate, capital markets and family offices.

EisnerAmper

United States of America
Accounting, Outsourced solutions

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.

Kaufman Rossin

United States of America
Accounting, Outsourced solutions

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.

Alumia

Luxembourg
Outsourced solutions

Alumia is a partner-led investment firm that specialises in providing investment advice through an innovative approach.

Baker Tilly

United States of America
Outsourced solutions

Baker Tilly's family office practice offers customised services to clients of all sizes, ranging from one family to multiple generations.

Trove

United States of America
Outsourced solutions

Trove provides high net worth individuals and their families with highly specialised, bespoke financial and personalised wealth administration services.

Mack International LLC

United States of America
Executive Recruiting, Recruitment

Mack International is a retained executive search and human capital/talent management consulting firm.