CONCEPT Family Office is offered in several variations, each adapted to specific work processes: Single Family Office for families wishing to organize autonomously the management of their family assets Multiple Family Office for services providers Its functions enable to […]
Learn more : CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting Management of other assets Consolidation of assets Custom reporting Asset allocation Control of banking fees XRM / CRM ( Client information)
Learn more: CONCEPT Processus 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
