FinBoard
Family Offices
Innovative solutions for valuation, risk assessment, management, and reporting
An efficient and Intuitive system
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Convenient Support for Family Offices
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Integrated Data Aggregation from Various Sources
Digitally integrates your activities with existing data sources
Adapts quickly to the evolving needs of your family group
Implementation in days or weeks, not months
Agile solutions with fast, evolving data visualization
Start small and expand as needed
Expert team with 25 years of financial engineering experience
Manages diverse IT setups in family offices
Facilitates easy portfolio management and policy analysis
Monitors banking and investment performance
Efficiently processes data from ERPs to unstructured emails
Offers full data access and seamless export to spreadsheets
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Engaged Monitoring Over Reporting
Quick alerts to prevent missed events and lower stress
Simple visuals highlight important issues
Fast export to spreadsheets or PDFs
Multi-device monitoring for actionable data
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Predictive risk insights with simulations
FinBoard analyzes past data to predict future trends
Clear analytics for cash flows and risk exposures
Simulates market shifts: FX, interest rates, equity changes
Simulates internal changes: production delays, raw material costs
Flexibility for multiple purposes
Family Financial Oversight and Future Planning
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Monitor the cash conversion cycle for accurate cash flow predictions
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Clarify actual cash flow for managers
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Provide practical analysis and visualizations for cash flow trends
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Simplify profiling of recurring and exceptional cash events
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Implement the "generic currency analogy" across all cash conversion cycle stages
Managing cash flow risks through virtual cash pooling
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Virtual pooling of cash across the group with blockchain currency tracing
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Analysis of financial and operational flows
- Identify exposures, offsets, and hedging strategies
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Write policies, conduct test implementations, and host board workshops
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Fully implement and monitor strategies with FinBoard oversight
Family (dash)board
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Understanding the firm's true KPI's for smarter decisions
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Tracking key numbers simply, without complex dashboards
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Beyond traditional accounting views
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Integrating operational and financial indicators for management clarity
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Easily monitoring key indicators over time