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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
11-50
Founded
2007
Ownership
- Owned by management
- Clients are also owners
Incorporated
Belgium
Locations
- Brussels
- London
- New York
Top 5 Markets
- United States of America
- United Kingdom
- France
- Belgium
- Switzerland
Clients
Facts about the clients
Focus
Single-Family Offices
Serves also
- Single-Family Offices
- Multi-Family Offices
- Individual Wealth Owner
- Banks
Number
- 145 clients
- +5000 users
Product
Get an overview of what this software does.
The basics
Basics about the product
Main tasks
- Governance
- Stakeholder Communication & Collaboration
- Document Management
- Board Management
Top features
- Meetings & Events Management
- Document Management
- Electronic Signatures & Workflows
- Secure Communication & Collaboration
- Audit Trails & Analytics
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
SaaS
Security
- 24×7 monitoring
- Denial of Service protection
- Web Application Firewalls
- Virus and Malware scanning
- Automated Patch Management
- Data Encryption at Rest
- Cloud based redundancy including backups
- Strictly controlled access protocols
- 24×7 surveillance and monitoring
- Two-factor authentication requirements
Ecosystem
Custom-built
Integrations
- Calendar
- Outlook
- Calendar
- Apple Calendar
Mobile App
Yes
Reporting-specific features
They handle reporting like this
Pricing & Co
Learn about the commercials
Cost structure
Seat based (per named user)
Average cost p.a.
Single Family Office: $15k
Support & Services
Learn what support and services you can expect
Support options
Dedicated contact, General contact mail or phone, In person on site support
Pricing of support
Based on SLA
Onboarding
2-4 weeks
Customisation
Look & feel of the platform Platform URLMenu and ModulesSecurity settings Language
Bespoke development
No
Added services
Content templates
