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Description
Specifically designed to offer a comprehensive perspective on a family's total net worth, family office software that solely focuses on portfolio reporting without proper accounting fails to provide a complete picture of financial well-being. In today's fast-paced environment, ultra-high-net-worth individuals no longer wait for the end of a quarter to inquire about their financial status. Similarly, they cannot afford to delay action when over-leveraged real estate starts to drain resources before the month's end or when there’s an urgent need to realize losses to counterbalance short-term capital gains prior to the year's conclusion. Additionally, liquidity requirements seldom align with optimal investment timing, making immediate access to financial insights crucial. In this data-centric landscape, financial information that is not aggregated, accounted for, reconciled, and reported on the same day becomes outdated almost instantly. Single Family Offices encounter distinct challenges in accounting and financial reporting, which can be effectively managed with our integrated general ledger and portfolio reporting software, streamlining operations and enhancing efficiency. By utilizing our solution, family offices can gain timely insights into their financial landscape, ensuring they stay ahead in an ever-changing market.
Description
SS&C Technologies' Family Office Services presents a robust, cloud-based solution aimed at streamlining and automating a wide array of family office functions. This platform encompasses multi-currency portfolio management, financial and partnership accounting, tax and transaction support, reconciliation, and reporting, all within a cohesive system that minimizes risk, reduces costs, and lessens manual efforts. It is designed to accommodate intricate asset categories, complex ownership arrangements, advanced investment strategies, and regulatory requirements, ensuring the provision of precise, audit-ready financial statements, performance metrics, and comprehensive transaction transparency. Supported by a skilled team of experts, this service facilitates end-to-end automation, from daily data collection to month-end closing, thereby improving oversight, duty segregation, and operational effectiveness. The platform is not only highly customizable and scalable but also caters to the needs of both single-family and multi-family offices while integrating various leading SS&C technologies, making it a versatile solution for diverse family office requirements. Additionally, its user-friendly interface and accessibility ensure that families can manage their wealth more effectively than ever before.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Asset Vantage
Founded
2011
Country
United States
Website
www.assetvantage.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com/industry/hedge-fund/family-office
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
