FAMILY OFFICES / EQUITOP FOR FAMILY OFFICES

Equitop for family offices is specially designed to meet the needs of family offices in reports and information. The hierarchical portfolio structure allows you to report or analyze on an overall level or per entity.

Comprehensive asset allocation en performance analysis (down to the level of individual funds) are included. Equitop for family offices processes besides all listed instruments like stocks, investment funds, bonds, options and futures also private equity, property and companies.

Client reports can be adjusted to the desired style, layout and level of detail.