Reduce costs, enhance efficiency, and improve consistency in wealth management through intelligent automation
Family offices spend an average of $14.4M annually on operations and external investment management.
50% of budget spent on operations with sub-optimal results and inconsistent wealth management decisions.
85% perform strategic asset allocation in-house, requiring significant specialized staff.
Automated investment lifecycle management reducing operational complexity and time.
Smart asset allocation powered by AI for optimal portfolio management.
Seamless connectivity with real-time performance tracking and analytics.
Simplified portfolio management through AI-driven recommendations
Seamless connection with databases and product providers
Real-time monitoring and analytics
Advanced analytics for better decision making
Custom
Based on AUM
Schedule a demo to see how Fountainlink can help your family office.