Family offices today are faced with higher pressure and greater challenges from the families they service. Their clients are increasingly mobile, technologically savvy and geographically scattered. Their varying tastes, needs and interests can quickly change and they pay close attention to their financial holdings.

Additionally to our reporting tool Octopus offers a unique view-only access for your clients - accessible from any mobile device and anywhere in the world. Let them view their portfolios, investments and financial holdings any time they want. You define the scope of what they can see including real-time pricing updates if you wish.


Streamline your Back Office

Instead of investing enormous amounts of time and resources on operational tasks, advisors and family office staff can now report individually or in a consolidated manner report across multiple entities and thus save countless hours of transaction processing, accounting and report preparation. Reducing the operational burden in turn provides you with the ability to focus on higher value work like spending more time analyzing, managing and advising your clients on their wealth.

   Transfer securities in, out or between accounts

   Direct link to banks, brokers, custodians and managers

   Complex ownership structure handling

   Modeling and rebalancing functionality

   Summary dashboards

   Position, trade and cash reconcilation

   Multi-currency enabled

   Cash management

   Client billing

   Consolidated portfolio or family-member/entity-specific reporting with a mouse click

   Individualized reports according to your specifications and design

   Report generation, batching and scheduling

About us

We are a team of IT-Specialists with longstanding experience in the financial industry. Our developer team consists of java developers, web designers and database specialists.

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Finanzinformatik

Imprint

Finanzinformatik IT GmbH
Pfäffikon Financial Center
Churer Strasse 47
Pfäffikon SZ
CH-8808

+41 (0) 44 5000 140

support@finanzinformatik.ch

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