Keep an eye on your total assets digitally and securely
Large private estates are complex: the various assets are often already divided among individual family members over many generations. The statement of assets can quickly become confusing and is particularly prone to errors when managed manually. The Wealth Compass is a digital reporting and wealth management solution that presents your wealth portfolio holistically and clearly.
You gain a transparent overview of your business and personal assets. The asset management software is individually adapted to your family and asset structures.
You can track the distribution of and changes in your total assets, identify risks more quickly and make data-driven decisions based on detailed reports and analyses.
You increase the efficiency, speed and quality of your wealth management through the automated back office of our Wealth Management Platform.
You can not only have your private assets managed via the Wealth Management Platform, but also arrange your estate and succession in a secure and comprehensible manner.
The Wealth Management Software enables you to manage your private assets securely and sustainably. The Wealth Compass primarily consists of two modules that are individually adapted to your family office and your asset structure by PwC experts.
This tool is the primary data repository from which the second module, the Consolidated Portfolio Analysis, is also composed. In the Global Wealth Map, all asset components are mapped together with all relevant data, documents and contacts. You thus receive a comprehensive representation of the ownership and asset structure.
The exact price depends on the complexity of your assets and the desired scope of support from our family office team.
The exact implementation period of our wealth management software depends on the size of the assets and the complexity of the individual components. On average, the wealth management platform is ready for use after approximately two to six months.
Yes, access rights can be assigned individually. In this way, you can use our wealth management software to show and maintain a section of your overall portfolio to partners or advisors without having to disclose your other asset components. This is very helpful, for example, in the area of property management by external service providers.
Your data is stored in a Swiss high-security data centre, where data from central banks is also kept safe. In addition, a backup of your data is also stored in Switzerland in a second data centre.
Yes, you have the option of compiling reports individually in our asset management software and having them output as a PDF.
No, all changes are tracked. A logbook system allows you to track and assign any editing steps.
