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How does Collation.AI serve Single Family Offices?

Managing wealth and handling investments for UHNWIs and families is a challenging business.

We at Collation.AI, help you deliver your responsibility with much ease and efficiency

How does Collation.AI serve Single Family Offices?

Managing wealth and handling investments for UHNWIs and families is a challenging business.

We at Collation.AI, help you deliver your responsibility with much ease and efficiency

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How does Collation.AI serve Single Family Offices?

Managing wealth and handling investments for UHNWIs and families is a challenging business.

We at Collation.AI, help you deliver your responsibility with much ease and efficiency

Pain Points

How do we solve these?

Do you have a lot of data sitting in different applications?

A lot of data received is PDF format and needs to be digitized

Data is received in PDF format

Collation.AI provides each client 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 a utility which syncs your Excel sheets with your individual database

We care about data security

Data security and privacy is very important

Implementation support

You need support during implementation

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

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