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| IntelliGen Addresses the Complex Needs of Large Families and Family Office Clients |
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The presence of significant wealth creates a myriad of opportunities as well as
significant challenges to protect and preserve it for future generations. Moreover,
ensuring the consistent alignment of family expectations across generations adds
another level of complexity. IntelliGen was built with these challenges in mind
and strives to address each of them by offering a superior information management
system.
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Extensive Coordination Across Advisors
As wealth grows and the number of family units and members increases, the challenge
becomes how to coordinate the family’s activities across multiple advisors while
keeping an eye on the family’s holdings, entities and, indeed their total net worth.
The comprehensive nature of IntelliGen facilitates this coordination thus making
it easier to communicate with and track the extensive information provided by these
advisors.
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Proliferation of Complex Financial Offerings
The proliferation of financial offerings, whether they be marketable investments,
or alternative investments, private equity, hedge funds, real estate and structured
products have created an increasingly elaborate field in which to navigate and manage
appropriately to maximize future growth opportunities and ensure proper accounting.
IntelliGen, a robust solution, simplifies the management of existing and new offerings
by making available comprehensive investment reports, both standard and customized,
for each family.
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Improved Operational Efficiency and Cost Management
Identifying new, more efficient ways of conducting business from a cost perspective
remains a priority for Family Offices seeking to preserve and enhance family wealth
across generations. It is the imperative of Family office team to continually
examine manual processes and determine how best to automate and bring efficiencies
to their operating platform. The Family Office has the added burden of consolidating
and reconciling financial data in a timely, efficient fashion for family meetings
and for day to day decision making. In developing IntelliGen, our goal was to reduce
expense and improve operational efficiency so that less time is spent on administratively
burdensome tasks and more time is spent on value added services deemed most important
to the family.
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Integrated Applications and Internal Controls
Vast and far-reaching technology requirements place considerable levels of stress
on even the most well staffed, efficient Family Office team who must integrate
multiple technology applications and manage multiple vendors as well as numerous
advisors with varied reporting timetables. Additionally, effective internal controls,
both manual and automated, are critical to the output and integrity of the data,
maximum security and confidentiality. Facilitating these applications and establishing appropriate controls were considered a core requirement in the
development of IntelliGen.
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Sophisticated Entitlement System
IntelliGen has a flexible and sophisticated security and entitlement system to address
the universal, number one priority – confidentiality of personal and financial information.
While all of your account information and applications reside within IntelliGen,
we recognize that there is often a need to separate or limit important information
based on differing roles and responsibilities within the family or family office.
IntelliGen’s carefully designed sophisticated entitlement capability enables clients
to determine who can view what information and who has rights to the broad range
of data. Our Quality Control Team works with clients at the onset of the relationship
to determine the client’s preferred levels of access for the many users of the system,
including third-party advisors. We believe this system provides our clients with
the level of security they require. In addition, all data resides behind our firewall
and is transmitted with 128-bit AES encryption.
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