MULTI-FAMILY OFFICE

Modernize your service offering with a Data First Strategy to streamline, integrate and protect your client's sensitive data

MODERNIZING YOUR MFO OPERATIONS

LEVERAGING TECHNOLOGY IS CRITICAL
Your team manages many business processes – often manually using spreadsheets. Modern technologies offer significant opportunities to perform these functions more accurately, faster and at a lower cost.

CONSISTENT HIGH QUALITY DATA IS MANDATORY

Fortunately, there are many solution providers with a variety of offerings designed to automate these processes including accounting, reporting, analytics, bill pay, CRM etc.  But all require a consistent stream of high-quality data.

 

MASTERING YOUR DATA IS THE LARGEST CHALLENGE

For the modern MFO leveraging these systems requires a foundation of reliable data that can be shared across these systems with no loss of fidelity --  a single source of truth efficiently integrated in order to leverage the best solutions.
 

OBJECTIVES OF A WINNING DATA STRATEGY

Our “Data First” Credo Places Data Aggregation, Management, Protection and Integration at the Center of a Successful MFO Offering.

ACCURACY

Successful technology solutions are powered by a consistent, accurate and timely stream of data from all of a family’s interests and investments including complex illiquid investments.

TRUST

A family’s financial decisions must be based on trusted information.  A sustainable data management strategy ensures that accurate and verifiable version of the truth is always available to the family.

PORTABILITY

Your data strategy must consider and master  the ability to ensure that all the systems relying on investment data are seamlessly and automatically synchronized with manual intervention.

PROTECTION

There are many threats to your client's data.  The rise of ransomware and other dangerous attacks require next generation expert consideration of security, privacy and recovery in all matters related to a family’s data.

A TURNKEY PLATFORM

A Modern Platform of Aggregation, Data Management and Integration Designed For and Trusted By Hundreds of Wealthy Families and Multi-Family Offices.

THE BENEFITS OF DATA INDEPENDENCE

In as Little as 30-60 Days, You Will Begin to Benefit From Your New Data Management Strategy.

FREEDOM

You have the power and freedom to select the best technologies and service providers without having to go through complex data migrations, conversions or risk of data loss.    They will use the data you trust – your single source of truth.

EFFICIENCY

You will improve your operations by saving time, labor and improving accuracy.    You will immediately benefit from new and powerful tools like Microsoft PowerBI and streamline how data gets to all your accounting and other systems.

SAFETY

You will take a major step to safeguard your data by adopting technologies specifically built to ensure that it is always protected. And you will have the confidence that any given systems is accurately reporting information it may be gathering.

LEGACY

You will provide your clients and their next generations a strategy to ensure that future family members can take advantage of the best technology has to offer.   Their data will always be preserved, organized and available.

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