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Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
Employees
500+
Revenue
$2.4B
Founded
1926
Ownership
Owned by management
Key staff also have ownership
Incorporated
United States
Locations
120+
Botswana
Australia
India
Austria
France
Georgia
Germany
Ukraine
United Kingdom
Argentina
Bolivia
Brazil
Top 5 Markets
Brazil
Hong Kong
Singapore
United States
United Kingdom
Total AUM
Avg. AUM per client
Clients
Facts about the clients
Focus
Single family offices
Serves also
Multi family offices
UHNWIs
Number
505 SFO
34 MFO
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
Data Aggregation
Consolidated Reporting
Accounting
Portfolio Management
Risk Management
Top features
Access to Data
Transparency of Data
Ease of doing business
Single source of data
Alignment of multiple disciplines
Complex partnership tiering and allocation
Presentation of total wealth aggregation
Assets supported
Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
GDPR
Whitelabel
Yes
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
Serviced Software
SAAS
Fully Standalone
Security
SOC 1
SOC 2 certifications
Ecosystem
Microsoft
Integrations
25 API’s and are open to explore open integrations
Mobile App
No
Reporting-specific features
They handle reporting like this
Type of data
Transaction level data
Accuracy
Daily reconciliation with custodians
Custodians
500
Time to new custodian
2-5 days
Multi-currency
Set multiple base currencies
separate holding level p&l from currency p&/l based on transaction data
Pricing & Co
Learn about the commercials
Cost structure
Percentage of overall fees
Average cost p.a.
Built into overall engagement cost
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact, In person on site support, General contact mail or phone
Pricing of support
Free support
Onboarding
2-5 days
Customisation
Significant customization for all family office needs including but not limited to: security, aggregation, administration rights, etc.
Bespoke development
Significant customization for all family office needs including but not limited to: security, aggregation, administration rights, etc.
Added services
Tax advice, Data entry, Software development
