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What is SS&C Family Office Services?

SS&C Technologies' Family Office Services offers a powerful cloud-based solution designed to enhance and automate numerous family office operations. This innovative platform integrates multi-currency portfolio management, financial and partnership accounting, tax and transaction assistance, reconciliation, and reporting into a unified system that significantly reduces risk, lowers costs, and minimizes manual labor. It is tailored to handle complex asset classes, intricate ownership structures, sophisticated investment approaches, and regulatory standards, guaranteeing accurate, audit-ready financial statements, performance indicators, and thorough transaction transparency. With the support of a dedicated team of professionals, this service enables comprehensive automation, covering everything from daily data gathering to the month-end closing process, which in turn increases oversight, separates duties effectively, and boosts operational efficiency. The platform's flexibility and scalability make it suitable for both single-family and multi-family offices, and it seamlessly incorporates various leading SS&C technologies, offering a versatile solution for a wide range of family office needs. Moreover, its intuitive interface and accessibility empower families to manage their wealth with unprecedented effectiveness, ultimately fostering more informed decision-making and strategic financial planning. This ensures that families can navigate the complexities of wealth management with confidence and clarity.

What is BankBI?

Enhance your financial reporting procedures by implementing daily performance dashboards that allow for the assessment, monitoring, and improvement of performance through actionable insights provided each day. Our fully automated cloud-based solution guarantees that CFOs and their finance teams experience immediate benefits. We provide CFOs with in-depth analyses and impactful reporting, which supports data-driven decision-making aimed at achieving outstanding business results. With our readily available solutions, you can strategically plan, showcase, and manage your financial projects with greater efficiency. We help alleviate the challenges that CFOs in banks and credit unions encounter by removing the inefficiencies associated with traditional reporting methods. It is essential for every financial institution to prioritize access to reliable financial data, ensuring information is available 24/7 and from any location. Relying on outdated monthly reports that are delivered weeks after the month ends is insufficient in today's fast-paced environment. Our innovative cloud software enables you to shift to a daily reporting system, guaranteeing that true financial automation is consistently attainable. By embracing this modern approach, organizations can swiftly make informed decisions, promoting a culture of agility, responsiveness, and strategic foresight within their financial management practices. This transformation not only enhances operational efficiency but also positions organizations to thrive in an ever-evolving financial landscape.

Media

Media

Integrations Supported

Black Diamond Wealth Platform
Geneva

Integrations Supported

Black Diamond Wealth Platform
Geneva

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com/industry/hedge-fund/family-office

Company Facts

Organization Name

Bankbi

Date Founded

2013

Company Location

United Kingdom

Company Website

www.bankbi.com

Categories and Features

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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