We are well-versed in all major accounting, BPM, CRM and ERP solutions, and have also built out several bespoke back-end platforms (including our own in-house client-management one) for family offices, entrepreneurs and their businesses.

Some examples of our digital transformation consultancy services include:

Accounting & Book-Keeping

We specialise in near-automated book-keeping for family offices, estates, luxury assets (including aircraft and superyachts) and construction projects.

Digital Dashboarding

Through our bespoke digital dashboarding service, we help family offices and entrepreneurs to leverage the power of their data to provide live, real-time reports.

Business Process Management

We consult on Business Process Management (BPM) for family offices, entrepreneurs and partner businesses, automating accounts payable/receivable flows, internal reporting, approvals and routine workflows.

Some examples of our digital services include:

Digital Counsel

Using our Digital Counsel platform, we build bullet-proof templates to allow non-legal staff to produce word-perfect legal documents and contracts by completing simple forms.

Digital Family Office

Our Digital Family Office is our flagship digital transformation product, tying together all of the discrete elements of our family office clients' digital affairs, from accounting and book-keeping to collection management, document control, reporting and planning.

WealthTech API's

We build or use bespoke API's to support our clients' every requirement when it comes to leveraging digital services to replace routine operations.

Conciergely

PASPRT

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