Family and Multi-family Offices
Practical for family offices, PMplus® brings you a centralized platform to manage all assets including public and private investments, and non-investment holdings.
PMplus® offers a wide range of features and benefits that can greatly assist family and multi-family offices across various aspects of their operations.
This holistic platform enables advisors to gain a comprehensive management system for their client’s estate. With PMplus®, advisors can efficiently organize assets, monitor performance, and ensure alignment with financial goals and risk tolerance.
PMplus® offers comprehensive connectivity to major custodians and tools for the digital management of documentation and cash flow analysis. This simplifies operations by automating manual tasks and consolidating information into one system. Advisors can easily track cash flows, manage paperwork, and analyze the impact of cash movements on overall portfolio performance. These features enhance efficiency and allow managers to focus more on providing personalized advice to their clients.
PMplus® optimized reporting capabilities, allowing family and multi-family offices to create customized reports in the language of their choice. This enhances communication with clients and stakeholders, providing clear and concise records.
Overall, PMplus® is designed to meet the complex and evolving needs of family offices. Being a state-of-the-art system, it accommodates changes in the industry and its growing demands. This adaptability ensures that family and multi-family offices can continue to effectively anchor their accounting as operations expand.