Clients

Multi Family Office

Multi Family Office

All your investment data management needs at one place

All your investment data management needs at one place

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’’

How We Help?

Pain points we Solve

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 We Help?

Pain points we Solve

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 We Help?

Pain points we Solve

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

Features

Features

Features

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Financial Data Management

Financial Data Management

Financial Data Management

Our workflow is designed to gather and organize financial data from various sources, such as bank accounts, investment portfolios, real estate holdings, and more.

Document Storage

Document Storage

Document Storage

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.

Accounting Management

Accounting Management

Accounting Management

Collation integrates seamlessly with accounting softwars like Xero, QuickBooks in order to manage general ledger and cash flow statement of client’s accounts.

Reporting and Analytics

Reporting and Analytics

Reporting and Analytics

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

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

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved