Family Offices
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:
PerTrac Analytics for Investors >
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.
PerTrac CMS for Investors >
CMS provides single and multi-family offices with all the tools they need to centralize and control fund research, manage interactions with investment managers and keep due diligence on track.
PerTrac Analytics for Fund Managers >
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.
PerTrac CMS for Fund Managers >
CMS enables multi-family offices to manage the investor relations process by keeping critical contact information organized, communications on track and compliance streamlined along the way.
PerTrac Portfolio >
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.
