WEALTHICA FOR YOUR FAMILY OFFICE

Delight Family Members with a Family Finance Dashboard

Delight Family Members with a Family Finance Dashboard

Give your family consolidated reporting, effortlessly

Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers making it easy to review your complete asset allocation including private investments, your own family business and all kinds of valuable assets. Wealthica will prove useful whether you manage your wealth on your own or with the help of investment managers.

Give your family consolidated reporting, effortlessly

Inventory your assets to ease inheritance transfers

You might be surprised by all the tangible and intangible assets you have. It’s not just about bank accounts, stocks, bonds and mutual funds.You’ll want to make sure you have a complete inventory: home, land or other real estate; vehicles, boats or motorcycles; collectibles and other personal possessions; life insurance policies, retirement plans or ownership in a business. Wealthica is the best tool to track all your assets and estimate their value.

Inventory your assets to ease inheritance transfers

Ease the wealth transfer between generations

Wealthica recognizes the importance of family legacy and succession. It allows you to maintain an extensive list of what your assets are, who is holding them, how to claim them and so on. It offers a new way to share wealth knowledge between individual family members or groups within the family. Wealth transfer planning has never been so easy and engaging for the whole family.

Ease the wealth transfer between generations

One tool to report, share, archive and backup

Relieve your family from the complexity and sense of burden that comes with managing wealth across generations. Implement financial and performance-based reporting systems to develop accurate, timely, and transparent information Ease your reporting and accounting tasks by using Wealthica to collect and consolidate all your transactions and export them easily to Excel or Quickbooks Online.

One tool to report, share, archive and backup

Enable clear and regular communication

Enable an information flow to the whole family. Clear communication serves several roles in preserving your legacy. Wealthica enables you to show the whole family where it stands and keep an eye on how your wealth is growing over time. Net worth, balance sheet, summary of income and expenses, and investment allocation, holdings and performance. Wealthica will reinvent your family office communications processes.

Enable clear and regular communication