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


Many Family Offices benefit from Assure Wealth's solutions. Our setup makes it simple to collect data for ongoing management reporting and risk management of the entire portfolio managed by each Family Office.

Being a Family Office and a client with Assure Wealth, you can auto generate professional reports at all levels of the portfolio whenever you need them. We also provide Family Offices with reports looking through portfolios.

Assure Wealth's reports are thus an effective management and management tool, so that the executive board and the board of directors have an overview of the overall portfolio and its impact on the relevant ratiosat all times .

As an example, the Assure Wealth ESG Reporting provides a simple overview of how portfolios currently align with the sustainable investment targets.


Outsourcing of Family Offices' securities management


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.

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