Consulting

Advice on how to put together your technological platform or on how to address operational weaknesses and bottlenecks? We have the operational experience to help take your business forward.

From our vast experience working with family offices, investment management companies and software vendors, we know that each investor has its specific characteristics, focus areas, and needs.
We have facilitated the digital transformation of family offices, assisted in portfolio management system selection processes, addressed portfolio operation inefficiencies and designed new portfolio reports. Whatever challenge your business is facing we would love to hear about it and discuss how our expertise can help realize your dreams.

 
PerformancePenWealth.JPG

Request a discovery meeting

Let's talk about how we can make your life easier!

We thoroughly enjoy speaking to clients and prospects to understand what their challenges and aspirations are and how our solutions and experience can help take your family office to the next stage.
Get in touch with us via the form below, or use our online booking tool.

Thanks for submitting!

 

Our Areas of Expertise

Digital Front-end

Customised interactive digital reporting reflecting your investment policy and asset class structure

Portfolio Management Systems

Having worked with all the major software vendors we know how to take advantage of the ‘pros’ and neutralize the ‘cons’.

Custom PDF reports

One-pagers or board-packs made to your specifications

Bank and System Integrations

Automated imports of relevant portfolio data

Reminder Notifications

E-mail alerts for contract expiries, limit breaches or data quality issues

Back and Middle office operations

With our vast financial industry experience we know how to mitigate operational risk and reduce operational bottlenecks.

Image by charlesdeluvio
 

Investment Management meets Financial Technology

Make sure fintech helps you succeed, not stumble.

We have seen how powerful fintech can be when managed well, but also how time-consuming and expensive it can be when it is not. By partnering with us you can immediately take advantage of our deep experience in not only using technology from the investment side but also in managing digital change projects and developing our software solutions. By leveraging our expertise, you can avoid the pitfalls and mistakes made by others and increase the likelihood of your digital success. Book a discovery meeting to discuss how we can assist you in achieving your goals.

3devices.JPG

Digital Front End

Taking your portfolio to the cloud

Having easy access to all relevant portfolio data in a single place for your entire organisation can be very powerful. Whether it is a model that you painstakingly put together quarterly, or yesterday's P/L, imagine having everything updated automatically daily without key man risk or operational bottlenecks. Using a modern portfolio management system combined with Python, React and jsreport we deliver an end to end reporting solution that frees you from manual processes and long lead times.

Investment Management Systems

Taking the leap to your fist system, or replacing an old one? Let our experience guide your choice.

Having worked with all the major software vendors we know a thing or two about the pros and cons of the various offerings on today's market. Reach out for a chat about how your requirements match up with the options out there.

Financial Analyst
Image by Austin Distel

Custom PDF reports

Printed reports still play a key role with decision-makers

A modern digital front end is undoubtedly powerful with visualisations, drill-downs and toggle buttons providing flexibility and the opportunity to drill down into specific areas of interest based on portfolio or market events. However, there is no denying that a crisp one-pager where everyone knows where to locate crucial KPIs never goes out of style. Whether it is printed and placed on the owner’s desk each week, or plays a vital role in the boardroom, we can provide a customized and automated PDF report to suit your needs.

Back and middle office operations

Increase your capacity or address operational bottlenecks?

With our vast financial industry experience we know how to mitigate operational risk and reduce operational bottlenecks. Let's talk about how we can assist you in getting your job done timely while also reducing operational risk and manual errors.

Office employee
Online banking concept with person using a smartphone.jpg

Bank and System Integrations

Collect data from your banks and internal systems

Does manual data entry slow you down or are important portfolio data hiding away in multiple complex spreadsheets? Let us discuss whether a data warehouse or integrating systems can help bring transparency and availability to important portfolio metrics.

 

Get In Touch

Haakon VIIs gate 6

+47 991 26 298

Thanks for submitting!