• Home
  • Solutions
  • Banking
  • Investment Management
  • Risk and Compliance
  • Capital Markets
  • Digital Transformation
  • About Us
  • Contact Us
  • More
    • Home
    • Solutions
    • Banking
    • Investment Management
    • Risk and Compliance
    • Capital Markets
    • Digital Transformation
    • About Us
    • Contact Us
  • Home
  • Solutions
  • Banking
  • Investment Management
  • Risk and Compliance
  • Capital Markets
  • Digital Transformation
  • About Us
  • Contact Us
TechBanking

Family Office Solution

Overview

Completely Manage your Invested Financial Assets


The demanding financial landscape requires a fast and cost-effective approach, especially when it comes to high-net-worth families. The Investment Managers or Treasurers at a Single or Multi Family office need dynamic, sophisticated and tailored solutions to meet specific business needs that will reduce the time spent on tedious tasks while providing automation and flexibility to make better investment decisions.


Our Family Office software provides investment officers with comprehensive functionality to professionally manage and monitor invested financial assets, either in-house or externally managed. Its specialised modules and rich parameterisation features enable the delivery of tailor-made solutions, covering specific business and reporting requirements related to the Investment Management operations of a family office.


Key Features

Key Features

Key Features

  • Web-Based, Omni channel capabilities to monitor all assets effectively
  • Flexible portfolio, accounts and counterparty structure definition
  • Easy consolidation of accounts and multi-level analysis features
  • Global product coverage providing tools for Real estate and Private Equities management
  • Close monitoring of compliance with fully customisable investment strategies and guidelines for externally managed accounts
  • Enhanced performance measurement with contribution and attribution analysis
  • Multi-dimensional risk exposure analysis and metrics
  • Fee calculation and reconciliation with charges made by external counterparties
  • Instant cash flow analysis, e.g. coupons, maturities, dividends etc.
  • Flexible reporting services providing a user-friendly report generator tool with graphical features
  • Numerous readily available interfaces minimising manual data inputs
  • On-the-go access via omni channel capabilities

Benefits

Key Features

Key Features

  • Effective management of investments with minimum effort
  • Close monitoring of outsourced asset management operations
  • Streamlined internal asset management processes
  • Minimised costs and mitigation of risks
  • Ensured improved productivity
  • Flexibility and on-time in reporting generation and analysis

Why choose our Family Office solution?

The family office system has been selected by numerous respective organisation world-wide because of its rich and specialised functionality to help them manage their assets and effectively meet the executives’ requirements to generate additional wealth with limited risk.

Subscribe

Sign up to keep up to date with Bantegra's latest news and much more


Copyright © 2023 Bantegra - All Rights Reserved.

  • Privacy Policy