Private clients, increasingly, entrust their assets to advisors who offer an integrated
family office concept. Our software supports these advisors in providing their clients
with all the information about their assets, in order to develop an optimum solution
with regards to structuring their clients’ individual demands.
The function of the application is to display information regarding all assets.
In addition to liquid securities, the application is also able to display illiquid
assets from direct real estate assets to financial interest as well as art collections.
Furthermore, an observation of the necessary borrowed capital situation should be
undertaken. Cash-flow-projection and risk disclosure are further key factors to
consider for an optimised concept. Through continuous analyses, tight liquidity
positions can be shown in advance as well as monitoring an ongoing compliance with
When looking at the specific components of the customer situation, you can entrust
us with the task of carrying out several structural analyses concerning the industry,
currencies, regions, maturity structure or the asset classes.
Consequently, through individual customer support combined with asset optimisation,
the added value for the consultant and for each and every one of your clients will