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DATA INTELLIGENCE FOR FAMILY OFFICES
Manage your Family Office with precision
Our platform centralizes and reconciles fragmented data, structures a trusted repository, and delivers clear, actionable indicators to manage wealth, secure controls and streamline reporting to stakeholders.
Why choose us?
Managing a multi-asset estate requires more than a tool: it requires a clear, reliable and immediately actionable view. Integraal Solutions enables you to consolidate all your information, structure your steering and make decisions with confidence in a controlled, independent environment.
A consolidated view of your data
Reliable, readable reporting for stakeholders
Better control of your key risks
Fast implementation, restored autonomy and operational efficiency
A consolidated view of your data
By nature, Family Office data is fragmented: banks, custodians, direct investments, legal structures. Integraal Solutions brings it together to create a unique and consistent view. It is no longer an accumulation of information, but a global reading of your wealth, its performance and its exposures. A view that enables precise steering while maintaining perfect readability.
Reliable reporting and performance on a D-1 basis
Wealth monitoring requires rigor and responsiveness. With Integraal Solutions, your indicators are available every day, structured and directly actionable. You monitor the actual performance of your assets, identify changes and make decisions on reliable foundations. Reporting becomes smooth, regular and aligned with your governance requirements.
Strengthen control of risks and compliance
Managing wealth requires constant vigilance. Integraal Solutions provides a clear view of exposures, concentrations and risks. You monitor your key indicators, secure your organization and meet transparency requirements with peace of mind. Risk becomes readable, controlled and embedded in your steering.
Fast and concrete implementation and regained autonomy
Every Family Office is unique. Our approach adapts to your organization, your partners and the structure of your investments. We connect to your data sources without disrupting the way you operate. The first results appear quickly. Less Excel, less manual reprocessing. Your steering gains clarity and autonomy, without added complexity.
Our solutions for Private Banking
Our solutions for Family Offices
MIS & Profitability
A simple, structured view of your performance.
Pricing & Simulations
More readable, better controlled pricing management.
Portfolio & Investment Insights
A clear reading of your allocations and their consistency.
Compliance & Risk Management
Continuous, clear and structured oversight of your obligations.
MIS & profitability
Piloter l’activité et la rentabilité
Pricing & simulations
Simuler la tarification pour réduire la complexité tarifaire et optimisez vos marges
Portfolio & investments insights
Suivre allocations, écarts aux modèles et variations d’AuM
Compliance & risk management
Alertes AML, workflows KYC et calcul de KRIs
Credit monitoring
Suivi des limites, nantissements et violations, avec vision client consolidée.
Data gouvernance
Qualité, traçabilité et sécurisation des données
MIS & profitability
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