Quite a few Family Offices outsource their securities management to Assure Wealth.
Assure Wealth provides a largeaccounting basis for the entire portfolio. We provide automatic loading of transactions into each Family Office 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 Wealth offers securities controlling, verification of brokerage fees and foreign currency rates for Family Offices. We also monitor investment frameworks.
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 Wealth. This allows them to generate current reports directly from their own portfolio management systems.