Automatic securities reporting, securities management outsourcing and controlling for Family Offices


Many family offices benefit from Assure's solutions. Our setup makes it easy to collect data for ongoing management reporting and risk management of the total portfolio that each family office has under management.

As an Assure Family Office customer, you can generate professional reports at all levels of the portfolio - exactly when you need them. We also serve Family Offices with reports that analyze holdings.

Assure's reports are thus an effective management and governance tool, so that the executive board and board of directors have an overview of the total portfolio and its impact on the relevant key figures at all times.

For example, Assure's ESG reporting provides an easy overview of how the portfolio currently aligns with the sustainable investment goal.


Outsourcing of Family Offices' securities management


Some family offices outsource securities administration to Assure.

Assure provides aunified bookkeeping basis for the entire portfolio. We ensure automatic entry of transactions into the individual Family Office's financial system. We also offer automatic reconciliation of the bookkeeping in the financial system.

By outsourcing their securities management, Family Offices' securities management process is digitalised. This is a great administrative time-saver your Family Office's accounting department.

See the benefits of digital bookkeeping for family offices

Controlling and accounting of Family Office securities

Assure serves Family Offices with securities controlling, brokerage and currency exchange. We also check investment limits.

In addition, we offer our expert knowledge of managing and controlling securities to Family Offices' accounting and controlling functions.

A number of large Family Offices have outsourced Middle Office responsibilities to Assure. This allows them to generate current reports directly from their own portfolio management systems.

Contact us and learn more about what we can do for you