Clients
Multi Family Office
Multi Family Office
Text should be replaced as ‘’Collation.AI supports investment decision-making by providing you a holistic view of the investment portfolio of the entire gamut of families. This includes tracking asset performance, monitoring market trends, and aligning investments with the family's financial goals and risk tolerance’’
Our workflow is designed to gather and organize financial data from various sources, such as bank accounts, investment portfolios, real estate holdings, and more.
Collation also facilitates secure storage of important client documents such as legal contracts, wills, trusts, and insurance policies. Easy access to these documents is crucial for efficient administration and decisionmaking.
The documents are saved in each client’s dedicated SharePoint folder.
Collation integrates seamlessly with accounting softwars like Xero, QuickBooks in order to manage general ledger and cash flow statement of client’s accounts.
Collation helps generate accurate and detailed financial reports and analyses, providing insights into the family's financial performance, asset allocation, risk exposure, and more. These reports can guide investment decisions, tax planning, and overall wealth management strategies.
Clients can also create their own customized reports with their choice of BI tool
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United States
263 Tresser Blvd Floor 9, 06901 Stamford – United States
Switzerland
Rigistrasse 2, 6300 Zug - Switzerland
