Family Office

Family office leaders want  to make astute, timely data-driven decisions, however they struggle to pull all the salient data points together in a complete usable format.  infoFluency’s Portfolio Intelligence process enables leaders to analyze portfolio data across multiple asset classes, monitor current and prospective investments, and build generational wealth.

Family Office

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.

Our process connects data from multiple sources and provides a dashboard of the most meaningful metrics.

Multi-Asset Class

Summarization of the whole portfolio with drill down to each asset class

CFO Reporting

Support for the family office CFO’s reports and reconciliations

The Process

Determine Scale

Analytics are tailored to each client’s unique portfolio structure and level of complexity.

Collect Data

Data is gathered from investment financial statements and transformed into a usable, visual dashboard.

See What Matters Most

Clients slice and dice data to answer unique questions and access metrics that matter most.