The challenge of preserving and enhancing the considerable assets of ultra-wealthy families is increasingly formidable, as managers address ever-more complex investment approaches, which include less transparent alternative strategies, more stringent legal and tax regimes and greater emphasis on all aspects of risk management. Multi-family offices have the additional burden of managing liquidity and cash flow for multiple portfolios as well as preparing timely reports for a broad range of investors.
PerTrac products for your needs:
Analytics enables family offices to identify and screen for appropriate investments which meet certain risk/reward profiles as well as to automate the creation of performance reports. And with the add-on module, RiskPlus, investment managers can conduct in-depth risk assessment of their portfolios.
Analytics gives the investor relations teams at multi-family offices all the data and statistical tools they need to easily create performance reports for their investors.
Portfolio gives family offices an automated and systematized way to centralize, model and monitor their diverse portfolios of hedge funds as well as manage their liquidity.