Family Offices

eFront Solutions for Family Offices

eFront Solutions for family offices offer single and multi-family offices a flexible, integrated platform for collecting data from fund managers and managing all aspects of their alternative investment portfolio across multiple asset types including private equity, real estate, fund of funds, fund of hedge funds, infrastructure and loans.

Eliminate the substantial work of collecting quarterly reports from multiple GPs and then transforming and organizing the data into a format that works for you. Use eFront to do all of that busy work, enabling you to focus on portfolio and investment analysis.

Family offices can use eFront solutions to create or upload transactional data and valuations from their fund managers and portfolio companies, perform waterfall and cash-flow analysis, monitor risk and exposure, and integrate with third party data providers to seamlessly obtain market and benchmark data as well as information from a custodian or other provider. Because this rich set of data can be assessed across funds and at the portfolio company level, the family office has the visibility to improve risk control and performance measurement across assets.

From an advanced analysis and reporting perspective, family offices can use a wide range of dynamic dashboards to analyze asset, fund and portfolio level data with real time slice-and-dice capabilities and easily create presentation quality reports

eFront family office software solutions can access data from directly within familiar applications such as Microsoft Excel in order to format data for additional analysis.

eFront family office software is appropriate for all types of family offices around the world. Choose to use a single pre-configured product or module, or deploy a complete flexible end-to-end solution tailored to meet unique requirements.

eFront family office software helps organizations realize the following benefits:

  • Make better investment decisions more quickly
  • Save time and effort by outsourcing the collection, validation, and transformation of quarterly investment data
  • Quickly prepare reports for management and family members
  • Optimize cash flow with powerful cash-flow forecasting and liquidity analysis tools
  • Ensure adherence to investment exposure mandates
  • Better assess performance with tailored private equity benchmarks