Family Office Solution
MoneyWare, the specialized asset and investment management solution for Family Offices
Intricate organizational structures, complex investments, fluctuating markets and operational challenges are critical parameters when it comes to seamless wealth management of family offices. Spreadsheets and siloed IT solutions result in loss of time, creating inefficiencies and losses that could be irreversible. MoneyWare gives family offices a single and comprehensive wealth management solution for their portfolio management, trading and investment accounting.
MoneyWare provides single and multi family offices a comprehensive, flexible and completely integrated tool to streamline daily operations and reporting.
In-depth insights, visibility and immeasurable performance with a specialized solution
Manage portfolio, trading and investment accounting with one solution
Generate consolidated reports with investment calculations
Get quick access to real-time portfolio and position data
Get customizable, flexible and automated portfolio reporting
Manage contacts with built-in CRM
Get streamlined transaction data with an integrated General Ledger interface
Automated investor accounting for accurate and seamless allocation of assets, gains and losses among multiple family members
Model and rebalance portfolio across all accounts
Manage trade orders efficiently and seamlessly for fast and accurate execution of transactions
Enhanced compliance capabilities to meet increasingly complex regulations
Minimize exceptions with timely and accurate reconciliation
Benefit from the largest network of custodians providing reconciliation ready data
Automated billing for fast and seamless revenue management
ENHANCE CUSTOMER EXPERIENCE WITH MONEYWARE’S REPORTING SERVICES.
Why MoneyWare is a winning proposition for single or multi Family Offices
Enables quick and routine assessment of net worth across multiple entities for both, business and individuals
Assists in calculating ROI and tracks investment performance
Simplifies complex operational tasks with professional formatting and MICR-encoding
Provides accounting for all events including income distributions, bill payments and other disbursement
Ensures visibility of all entities to family advisors
Facilitates secure access with an option to record entries and revise transactions
Handles complex accounting and reporting needs of single family offices, multi family offices, and high net worth individuals
Miles Software Leader in IBS Intelligence Sales League Table 2018
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