As part of your activity of managing a Single Family Office or a Multi Family Office, you want to question your work processes, partially or totally digitized, in order to adapt to the various constraints that have arisen in recent years:
- Changes in legislation AML / LSFIN / LEFIN)
Very quickly, you will realize that it is necessary not only to evaluate the functions provided by each software but also to understand and verify that it can adapt to your own IT environment:
- Data localization: in your offices or hosted in a DataCenter in Switzerland
- Data protection: Secure access, VPN, Firewall, Anti-virus, Backups, …
Our company, based in Nyon, publisher of financial software for more than 30 years, offers to accompany you in this global approach through :
- Our solution: CONCEPT Family Office.
- Local partners, recognized for the infrastructure part
CASE 1: You do not have a server and only use the MICROSOFT OFFICE / 365 tools, as well as access to e-Banking platforms via internet
We accompany you in a global solution with:
- Hosting in a certified SWISS Datacentre
- Secure access from your office or from home
- Full support for backups, antivirus
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You have just to use our CONCEPT Family Office solution while remaining focused on your business |
CASE 2: You already have a complete infrastructure with server:
- Either locally in your offices
- Either hosted in a Datacentre
| CONCEPT Family Office fits perfectly into your architecture |
CONCEPT Family Office is modular and scalable. This faculty gives us the possibility, after analysis of your current and future needs, to customize a software corresponding to the best adequacy (costs / needs).
Our managing director, Jean-Régis Mermillod (jmermillod@cpsltd.ch / +41 79 820 40 36) is at your entire disposal to present the various possibilities of the software and assist you in the analysis of your needs.