Family Offices have unique technology needs.
Where does your family office fit? Are you Agile?
A Family Office is Agile efficiently using technology. A start-up family office has no or limited technology, a small amount technology creates a trapped family office as efficiency is still far away and manual data input is required. As offices grow they purchase off the shelf technology which helps in growth but traps the efficiency since off the shelf technology is not agile. A combination of core technology and customization creates and Agile Family Office. Jaspy brings AGILE to Family Offices.
Family Office Solutions
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Jaspy Family Office Infrastructure
Manage all your private assets in one place through the Jaspy infrastructure platform. Bring in intelligence, productivity tools, data, financial information and integrate with other technology providers. Off the shelf technology does not provide a comprehensive solution, Jaspy does.
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Family Office Portfolio Management
Manage your private assets and integrate public market investment accounts into Jaspy using our portfolio management module and tools for one place. Bring in private and public market data.
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White Label Platform
Interact directly with LPs or if you manage other family offices with clients through the Jaspy white label platform. With generation wealth being passed on to the next technology savvy generation will you be ready to provide client interface. We customize based on family office directives.
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Managed Services
Managed services, we have an experienced team establishing a customized internal (embedded) Agile Family Office for your management team, improving internal controls.