zelizeli
Blogger
Share this content
0
2
764

Wealth management software

Wealth management software

A friend (not a client) has asked if there are any specific software packages to manage the affairs of an individaul of high net worth. Sort of a personal balance sheet and P&L for an individual. I would naturally just set something up in excel but the friend is keen to get hold of an off the shelf "tried and tested solution".

I'm sure these things exist has anybody had experience of such packages? Key to the success of this software would be usability/ ease of use, functionality and reporting. Presumably there are free online solutions available. Like all high net worth individuals my friend would like all the features and benefits but at no cost to himself. Tut!

Thanks Z.

Replies

Please login or register to join the discussion.

avatar
29th Nov 2012 16:06

Troika

http://www.thewealthworks.com/our-products/family-offices-and-private-we...

 

I haven't used it myself, but a colleague of mine who deals with a few UHNWI uses this system.

Thanks (0)
avatar
30th Nov 2012 10:29

Many thanks
Z.

Many thanks

Z.

Thanks (0)