CONCEPT Family Office

CONCEPT Family Office is offered in several variations, each adapted to specific work processes:

Its functions enable to answer the specifics needs linked to Family Offices, like:

Front office
Treasury
Back Office / Securities accounting
Financial accounting
Management of other assets
Consolidation of assets
Custom Reporting
Assets allocation
Control of banking fees
XRM / CRM ( client information, Compliance)
Compliance LBA-AML

The use of the module CONCEPT Processus, our OPEN banking interface, allows boost CONCEPT Family Office, automating the import of operations and / or states of fortune, allowing an automatic posting in securities accounting and / or financial accounting and feeding PROCESSUS + to allow the control of operations at risk.