Single Family Office

How Collation serves Single Family Offices

How Collation serves Single Family Offices

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?

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

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

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved