Gestire la complessità del Family Office con AtlasFive

Per i moderni family office, la complessità è il nome del gioco. Poiché gestiscono un'intricata rete di entità legali, strutture proprietarie e interrelazioni, i family office hanno numerose responsabilità e requisiti di rendicontazione che abbracciano vari accordi. E a causa dell'unicità della composizione e dei ruoli di ogni ufficio, trovare una piattaforma tecnologica in grado di cogliere ogni aspetto della loro amministrazione, consentendo al tempo stesso una totale personalizzazione, è stata una sfida - fino ad oggi. Con la piattaforma AtlasFive di Eton Solutions, i family office possono finalmente implementare un sistema completamente integrato e configurabile in base alle esigenze dei clienti.

One family office experienced this upgrade firsthand after implementing AtlasFive. Serving four generations of clients spanning across three families, the office manages a large number of intercompany loans between trusts and beneficiaries, and new legal entities are created upon the purchase or acquisition of any investment — which only further increases the complexities of tracking contributions, allocations, and distributions. Compiling reports using shared spreadsheets across multiple systems was leading to duplicative data entry, excessive manual work, and a greater risk of errors.

This family office implemented AtlasFive to manage its information flows and service requirements and immediately saw an improvement to their work processes. Fund transactions in AtlasFive are easier to record yet allow for users to capture more detail and calculations in a single transaction. Similarly, the loan module in AtlasFive simplified the office’s process for recording transactions on both the lender and borrower side. The result? The office found not only that productivity increased, but also that it was able to provide even better service to its clients by focusing on value-added tasks.