Efficiency
Simplifies complex processes to save time
FOMS – Family Office Management System – enables family offices managing multi-asset portfolios to overcome major challenges in data aggregation, analysis, and reporting, improving investment decisions and operational efficiency.
“FOMS offers a comprehensive combination of market data and analysis tools so Family Offices can easily customize each client reporting by self modifying the report template.”
Key Features
Family portfolio aggregation
Access real-time, trustworthy analytics on performance and its drivers, with a holistic perspective on portfolio exposures
High-quality data flow
Get a daily stream of consolidated, standardized, and enriched data. FOMS connects and harmonizes private and alternative asset data, catering to the evolving needs of family offices
Smart and comprehensive dashboard
Monitor your multi-asset portfolio in a dynamic dashboard, featuring rich analytics on performance, exposure, and future projections. Reduce the effort spent on sourcing, cleaning, and organizing your data
Deep Investment Insights
Unlock a comprehensive view of your investments with powerful drill-down features and intuitive charts for key performance, risk, and liquidity indicators
Why is FOMS the best solution for family offices?
Want to learn more about how FOMS can enhance your family portfolios management?
sales@analysis.global
(+39) 02 4676191
Via Caradosso, 14 20123 - Milano (IT)