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


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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Or just get a demo and assess the advantage!