Single Family Office
The text needs to be changed as ‘’Managing wealth and handing investments for UHNWIs and families is a challenging business. We, at Collation.AI, help you deliver your responsibility with much ease and efficiency’’
How We Help?
Do you have a lot of data sitting in different applications?
Data is received in PDF format
We care about data security
Implementation support
Need for Customized Reporting
Document archiving
Pain points
Customer’s (i.e. MFOs) clients (i.e. HNWIs) has a lot of data sitting in multiple apps with various custodians plus various Alternative Investments and also, in Excel
Solution
Each customer (i.e. the MFO and / or the MFO’s clients i.e. HNWIs) gets their own individual database with direct admin access.
This database becomes your `single source of truth`.
Integrations with most applications like Quickbooks, Yardi etc. Collation.AI also operates a Back-end process to sync data from custodian banks and provides you an utility which syncs your Excel sheets with your individual database
How Collation serves Single Family Office
Manage wealth and handle investments for ultra-high-net-worth individuals and families is a challenging business. We, at Collation help you deliver your responsibility with much ease and efficiency.
Use of AI in data management
We use high tech Artificial Intelligence tools to extract the data received in various forms and convert it into easy to understand, insightful tables.
Effective Data Processing
We crunch the extracted data and perform reconciliation and rectification operations with automated techniques.
Reporting and analytics
We facilitate clients to create their own reports or access the standard dashboards to visualize their data and base crucial advising decisions.
Contact Us
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, 06901 Stamford – United States
Switzerland
Rigistrasse 2, 6300 Zug - Switzerland
