SOLUTIONS

4.0 TECHNOLOGIES TO MAKE YOUR BUSINESS SMARTER AND MORE PROFITABLE

Family Office

Smart analytics and operational platform for Family Offices

ORS Family Office solution is specifically designed for family offices aiming at giving their clients smart, comprehensive, high-level investment advisory services.

Features

  • All assets from different custodians are taking into account (not only bankable assets)

  • Aggregation functionalities

  • Risk and performance values and decomposition

  • Detailed reporting features

  • Customized profiling

Benefits

  • Comparing the operations of several asset managers and providing a complete “Front to Back Asset Management System”

  • Fully-integrated operational and analytical system

  • Great flexibility in calculating performance, both of the aggregate and of the component portfolios