infoFluency’s Portfolio Intelligence process enables Family Offices to track performance across multiple asset classes, in summary and in detail. Access to the data is easy in a user-driven, on-demand portal. Clients enjoy knowledge at their fingertips, clarity that allows a balanced portfolio, and adherence to allocation targets.
Summarization of the whole portfolio with drill down to each asset class
Support for the family office CFO’s reports and reconciliations
Our first step is to understand your goals and recommend a metrics plan so you can use your data effectively. Customized analytics are tailored to your portfolio structure, size, and budget.
Our next step is to connect all data sources and design a user experience and dashboard to show metrics that matter most in a useful, sharable format. Our customized approach allows investors to slice and dice data so you can answer unique questions in real-time.
Our process includes testing and modifying as needed and training for team interaction.