gradient

Help you manage wealth & handle investments for UHNWIs with ease

How does Collation.AI serve Single Family Offices

gradient

Help you manage wealth & handle investments for UHNWIs with ease

How does Collation.AI serve Single Family Offices

gradient
gradient

Help you manage wealth & handle investments for UHNWIs with ease

How does Collation.AI serve Single Family Offices

gradient

Help you manage wealth & handle investments for UHNWIs with ease

How does Collation.AI serve Single Family Offices

Track asset performance, align investments with the UHNWIs’ financial goals, risk tolerance

How does Collation.AI serve Registered Investment Advisors

Pain Points

Pain Points

How do we solve these?

How do we solve these?

A lot of data sits in multiple sources (i.e. Custodians, Managers, Brokers, your incumbent portfolio booking systems (PMS), accounting systems, client relationship management systems (CRM), order management systems (OMS), financial planning systems (FP) & etc.

View Solution

Data can be in non-electronic format e.g PDF

View Solution

We care about data security

View Solution

Implementation support

View Solution

Need for Customized Reporting

You have complex and customized report requirements, and you require support for creating these

Document archiving

You find it difficult to store, tag, sort, find, share your documents

Manually preparing reports in XLS inspite of your existing reporting system?

You are feeding high quality client data into your reporting system? Your existing system generates excellent financial statement tables, but perhaps not so useful for your clients? So you keep on using Excel to report to your clients?

Contact Us

Let's explore what we can do for you

Let's explore what we can do for you

Get in touch

We’re always here to help.

United States

263 Tresser Blvd Floor 9, Stamford, CT 06901 United States

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved