Family Office
A specialized asset and investment management solution for single and multi-family offices.
One solution for complex family structures
Intricate organizational structures, complex investments, fluctuating markets and operational challenges make family-office wealth management demanding. Spreadsheets and siloed systems cost time and create inefficiencies.
MoneyWare gives single and multi-family offices one comprehensive, flexible and integrated solution for portfolio management, trading and investment accounting, to streamline daily operations and reporting.
Built for
- Single family offices
- Multi-family offices
- High-net-worth individuals
- Family advisors
Capabilities for family offices
Portfolio, trading, accounting and reporting in one specialized solution.
Portfolio, Trading & Accounting
Manage portfolios, trading and investment accounting with one solution.
Investor Accounting
Allocate assets, gains and losses accurately among multiple family members.
Portfolio Reporting
Produce customizable, flexible and automated portfolio reports, including consolidated reports.
Model & Rebalance
Model and rebalance portfolios across all accounts.
Reconciliation
Minimize exceptions with timely and accurate reconciliation.
General Ledger Interface
Streamline transaction data through an integrated general ledger interface.
Trade Orders
Manage trade orders for fast and accurate execution of transactions.
Built-in CRM
Manage family and advisor contacts with built-in CRM.
Automated Billing
Automate billing for seamless revenue management.
Why MoneyWare for family offices
Assess Net Worth
Assess net worth quickly and routinely across multiple entities, for businesses and individuals.
Give Advisors Visibility
Make every entity visible to family advisors.
Track Investment Performance
Calculate ROI and track investment performance.
Account for Every Event
Account for income distributions, bill payments and other disbursements.
Handle Complex Reporting
Meet the accounting and reporting needs of single and multi-family offices and high-net-worth individuals.
Control Access
Provide secure access, with options to record entries and revise transactions.
Related Solutions
Family Office draws on the wider MoneyWare platform.
See Family Office in Action
See how MoneyWare can bring a family office’s portfolios, accounting and reporting together.