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Rationalisation de la comptabilité des entreprises familiales avec AtlasFive®.

Publié

February 10, 2022

Family office accounting is often a time-consuming process that involves reconciling data across multiple platforms and spreadsheets. Most times, reporting cannot even be completed until weeks after a period closes — and that data is often error-prone, to boot. The entire process is complicated and inefficient, and its meaningfulness to clients is often impacted by its inaccuracies or delays.

One SFO found itself mired in siloed processes reliant on multiple spreadsheets and the use of QuickBooks. When a new generation of family members began seeking more robust services and transparency, the SFO turned to AtlasFive for an all-in-one solution.

With the implementation of AtlasFive, all data and transactions were unified, and all silos were removed. Inconsistencies were reduced, and staff have a more balanced workload throughout the month. Greater data security has also been enacted, with less operational and security risk. And the younger clients are happy with the daily insight they now have into portfolio performance, no longer forced to wait for monthly or quarterly reports to get a snapshot of their accounts.

The efficiencies don’t stop there — the office has found even more ways to utilize AtlasFive to make their staff more productive and to provide the family members with an even greater level of service.

Download the full case study for more information

Études de cas

Rationalisation de la comptabilité des entreprises familiales avec AtlasFive®.

La comptabilité d'un family office est souvent un processus qui prend du temps et qui implique de réconcilier les données sur plusieurs plateformes et feuilles de calcul. La plupart du temps, le reporting n'est achevé que plusieurs semaines après la clôture de la période — et les données sont souvent entachées d'erreurs. L'ensemble du processus est compliqué et inefficace, et son utilité pour les clients est souvent affectée par ses inexactitudes ou ses retards.

AtlasFive® améliore le reporting dans un Multi-Family Office

L'une des exigences les plus fondamentales des family offices est aussi l'une des plus difficiles à satisfaire : fournir à la famille des rapports en temps voulu et des informations précises basées sur des données actuelles. Si le bureau supervise plusieurs types d'investissements et de transactions pour plusieurs familles, le défi est encore plus grand.

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