MoneyWare Family Office

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MoneyWare Family Office

MoneyWare Family Office is a specialized asset and investment management solution, which enables portfolio management and trading and investment accounting for multiple entities within the family. Plutus gives you accurate, consolidated reports with investment calculations so you can further analyze the data you have. MoneyWare Family Office handles all complex accounting and reporting needs of Single Family Offices, Multi-Family Offices, and High-Net-Worth individuals. Plutus provides the technology platform which can be customized to specific family requirements to ensure informed, timely decision-making, better operational efficiency, reduced risk and allows investment managers to concentrate on their tasks to preserve and enhance family wealth for future generations.

MoneyWare Family Office - Product Features

Why choose MoneyWare Family Office

• Fast access to real-time portfolio and position data for informed decision making and immediate answers for clients
• Customizable, flexible, and automated portfolio reporting to meet clients highly individualized needs
• Built-in CRM component to manage contacts for family members and their agents
• An integrated general ledger interface to streamline the process of posting transaction data
• Automated investor accounting for accurate and seamless allocations of assets, gains, and losses among multiple family members
• Portfolio modeling and rebalancing for making adjustments across all accounts
• Efficient and seamless trade order management for fast and accurate transaction execution
• Enhanced compliance capabilities to meet increasingly complex regulations
• Timely and accurate reconciliation to minimize exceptions
• The largest network of custodians providing reconciliation ready data
• Billing automation tools for fast and seamless revenue management

MoneyWare Family Office Value Proposition

• Enables quick and routine assessment of the net worth across multiple entities for both business and individuals entities
• Assists in calculating ROI and tracks investment performance
• Simplifies complex operational tasks with professional formatting and MICR-encoding
• Provides accounting for all events including income distributions, bill payments, other disbursement
• Ensures visibility of all entities to family advisors and facilitates secured access to users with an option to record entries and revised transactions