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 investment guidelines.

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 be achieved.