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
Position, trade and cash reconcilation
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