Trusted Family

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

References

Available on request

Request References

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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 List

Technology

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

Google
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

Added services

Content templates

Cookie	Duration	Description
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bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
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lidc	1 day	This cookie is set by LinkedIn and used for routing.

Cookie	Duration	Description
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Cookie	Duration	Description
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Cookie	Duration	Description
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