Approved Family Office Software Solutions firms, Axidia and Expersoft, are listed below in alphabetical order.
For over 20 years, Axidia has focused exclusively on designing technology solutions for family offices and private asset managers.
Having been established within a family office, it provides us with unparalleled insight into the unique operational needs and specialised reporting requirements of our clients.
We focus on consolidated reporting for both financial and non-financial assets, either a bespoke on-site installation or as a cloud-based turnkey mobile solution.
Our consolidated platform can manage the full breadth of shifting asset allocations, portfolio inflows, and income forecasting.
Customisable analytics offer a wealth of time and asset-based performance metrics, as well as contribution and attribution of factors ranging from asset class to forex impact.
For further information, please contact Guy Davies:
Phone: +44 (0) 7866 314 400
Our business in one sentence -
Expersoft Systems is an independent, privately owned company providing software solutions for family offices.
When are we typically needed?
What is our value proposition?
In addition to working with more than 120 family offices, our company has gone through due diligence and very long selection processes (up to several years) with international banks. Four of the twenty leading banks in Europe have selected our solution for their wealth management operations.
Expersoft Systems has been set up in 1993 and has more than 200 staff with international implementations.
The company is independently owned and based in a non US jurisdiction which is very important for family offices who want their data to be protected.
We offer back office services for family offices who need support with data feed, transaction handling and data reconciliation.
What is the standard fee structure ?
Expersoft offers different implementation solutions:
Bespoke solutions are offered as perpetual license (buy model) or term license (renting model) while SAAS solution is always a term license (renting model).
For further information, please contact René Raabe, Head Business Development:
Phone: +41 41 747 1181