WEALTHICA FOR YOUR FAMILY OFFICE
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.
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.
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.
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.
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.
