Family Office
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
In-Depth Discovery
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.
Design Dashboard & Connect Data
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.
Test & Delivery
Our process includes testing and modifying as needed and training for team interaction.
