Family Office – General configuration


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

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

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.

It allows to significantly INCREASE PRODUCTIVITY.