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What makes Aristata unique? Its ability to
seamlessly integrate and offer core
applications on a platform designed
specifically for the family office industry.
Users benefit from a friendly user
interface, a well organized family-office
style hierarchy, built-in best practices,
and “one tool” to find, store, and manage
client wealth information. The result is
increased operational efficiency and
increased customer value. Key benefits
include:
Fast Implementation:
- Out-of-the box
solution.
- Best practices help
reduce implementation time and provide
tangible business benefits.
- Friendly user
interface built specifically for family
offices and multi-family offices.
Locally Deployed or Securely Hosted
Solution:
- Web-based software
service that is offered as either a
hosted service or a locally deployed
solution.
- Aristata's hosted
solution is serviced securely from a
fully-redundant, world-class, managed
data center that allows firms to focus
solely on serving their clients and
growing their business.
- For offices that
require data to be managed locally and
that have the internal resources to
manage the hardware and related
infrastructure, Aristata can be locally
deployed.
Community-Developed Best Practices:
- Leverage each other’s
strengths and ideas.
- Built-in tools will
help establish and implement business
processes.
- Helps run your
practice while reducing human error.
Centralized Information:
- Single repository for
managing and reporting on a broad set of
family office data.
- Robust reporting
capabilities and increased operating
efficiency.
- Work from the same set
of data.
- Consolidate data and
processes in one central location.
- Manage every piece of
client information in a well organized
data structure that reflects your family
office.
- Respond quickly and
accurately to client requests.
Leverage Human Capital:
- Best practices help
improve business process which enables
the office to educate employees and
maximize their capabilities.
Institutionalize Information and
Knowledge:
- Aristata provides
firms the ability to capture information
over time which provides critical “risk
management” for clients that their
financial information, and the processes
to manage their information, is defined,
organized, and accessible.
Custom Reporting:
- Provide custom
reporting to meet client’s highly
individualized needs.
- Comes with standard
reports
Leverage Technology:
- Scalable platform
built on Microsoft SharePoint technology
which facilitates integration with other
software.
- Currently, integrates
with Microsoft Outlook 2007 and various
portfolio accounting systems.
Remote Access:
- Available to users
from any web-browser, anytime, anywhere
in the world, allowing you to respond
faster to client requests.
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