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MoneyWare Family Office

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Family Office

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System

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Expand your opportunities in a client centric market

Family Offices are finding it increasingly difficult to manage their operations as internal structures become more intricate and investments grow in size and complexity. Relying on spreadsheets and a patchwork of IT systems is both inefficient and unreliable, and makes simple reporting tedious and time consuming.

MoneyWare Integra™ Plutus from Miles Software provides single and multi Family Offices a comprehensive, flexible and completely integrated tool to streamline daily operations and reporting.

MoneyWare Integra™ Plutus seamlessly records all activity between the Family Office and all underlying fund and portfolio company investments. This can be accomplished across funds and down to the level of underlying portfolio companies, providing key insight and visibility into the overall performance.

To know more about how MoneyWare Integra™ Plutus helps you with managing your Family Office, please click here

Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System