Family Office Software and Multi-Family Office Software

Finally, an accounting platform that can easily handle the unique nature of Single Family Offices, Multi-Family Offices and Ultra High Net Worth individuals.

ATWeb is the new paradigm of enterprise technology for the Family Office featuring a fully-integrated G/L, Partnership and Portfolio Accounting and Consolidated Reporting.

> Web-based Platform integrating complete Accounting coupled with Portfolio Management
> Consolidated Reporting with Configurable Dashboards
> Nested Ownership Structure with Sophisticated Look Through
> Asset Allocation with Configurable Portfolio Attribution
> All Investment Vehicles along with Personal Assets
> Performance Reporting, Exposure and Net Worth Statements
> Data Aggregation with Drill through
> Billing and Check Writing
> Cash Management, Budgeting and Forecasting
> Portfolio Modeling and Rebalancing
> Client Relations & Document Management
> Secure Family Login
> Free Upgrades!

As is typical in Family Office environments, you may have any number of partnerships, trusts and other legal entities.  Family members may have the choice to participate in these various vehicles based upon their individual goals and risk tolerance.

As a complete enterprise Family Office software solution, ATWeb cleanly integrates a Full General Ledger, with Partnership Accounting, Trust Accounting, Portfolio Accounting and Consolidated Reporting, Billing, Check Writing, Client Relations and Document Management.   

ATWeb can manage the most complex ownership structures including a single investor participating in multiple legal entities.  Why is this important?  ATWeb can then generate, at the click of a button, a full set of both family-wide and family member financials.  These financials span all investments in all legal entities, providing the family member with a complete picture of their full Net Worth and Exposure reports.  With our Family Office software, you can also manage family assets such as houses, art and other personal collectibles.

Through the use of the same features that make ATWeb perfect for Hedge Fund Administrators, you can easily extend your ATWeb platform into a true Multi-Family Office software platform, extending your reach and delivery of what you do best: managing Family Offices.