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Ratings and Reviews 0 Ratings
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What is Trusted Family?
Trusted Family is an innovative, secure cloud platform described as a "family operating system," specifically designed for family businesses and family offices to enhance governance, communication, and collaboration. This platform features customizable "Spaces" that cater to particular projects or committee activities, alongside private vaults that utilize end-to-end encryption and role-based permissions to ensure safe document sharing. Additionally, it includes a visual family tree that helps maintain legacy and lineage, as well as integrated tools for newsfeeds, surveys, events, calendars, and newsletters. Users also gain from smart workflows that encompass signature requests, automated reminders, and task assignments, complemented by insights and analytics that provide real-time activity updates. To uphold the highest levels of security, Trusted Family employs multi-factor authentication, encryption compliant with SOC 2/SOC 3 standards, GDPR regulations, virus and malware screening, routine backups, and a private key framework. The platform’s extensive security protocols not only safeguard sensitive family data but also promote improved communication and collaboration among family members, creating a cohesive environment for shared management. By integrating these features, Trusted Family ensures a seamless experience that aligns with the unique needs of family enterprises.
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.
Integrations Supported
Black Diamond Wealth Platform
Dropbox
Geneva
Google Drive
Microsoft OneDrive
Integrations Supported
Black Diamond Wealth Platform
Dropbox
Geneva
Google Drive
Microsoft OneDrive
API Availability
Has API
API Availability
Has API
Pricing Information
Free
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
Trusted Family
Date Founded
2007
Company Location
United States
Company Website
www.trustedfamily.com
Company Facts
Organization Name
SS&C Technologies
Date Founded
1986
Company Location
United States
Company Website
www.ssctech.com/industry/hedge-fund/family-office