Features

Aristata is a collection of deeply integrated communication and family office applications designed to centralize, organize and secure family office data.  Access to the information facilitates strategic decision making and timely execution which ultimately results in increased value for your clients.

Communications (CRM)

bullet Tasks - centralized task management platform which ensures client tasks are properly prioritized and executed in a timely manner.
 
bullet Meetings - manage meetings and keep a historical record of meeting agendas, minutes, related documents, and tasks resulting from client discussions. This application ensures accurate communication and accountability for deliverables.
 
bullet Contacts and Activities - full client relationship management (CRM) built specifically to track information and relationships specific to family office management. Integrates key contacts for each client in a seamless CRM system which also integrates with MS Outlook 2007. Allows the storage of all relevant contact information (email, phone, fax, cell, address, etc.) for future communications. Provides the ability to track and categorize all relevant activities and interactions with various individuals in the CRM.
 
bullet MS Outlook 2007 Integration - Aristata contacts can selectively be synchronized with your personal Outlook. Contacts that are synchronized with Aristata will display relevant Aristata Activity in their Outlook contact details. In Outlook, emails stored in your Inbox, Drafts, Sent Items, or any other folder you may have created to store emails, as well as outgoing emails can all be added to Aristata as an Activity in a few simple steps using Aristata's custom Outlook Task Pane.
bullet Document Management - integrated document management system allowing all authorized users electronic access to key documents (investment reports, legal agreements, tax returns, insurance policies, partnership agreements, proprietary presentations, etc.).
 
bullet Search - full data and document indexing with actionable search results that respect security permissions.
 

Family Office Applications

bullet Assets - organize client assets (real estate, automobiles, scheduled items, etc.) by ownership entity and store key information related to each asset.
 
bullet Banking & Credit - track client banking activities and credit facilities including bank accounts, personal credit lines, mortgages, loans, and business/entity related credit facilities.
 
bullet Estate Planning - track detailed information for trusts including the trust’s trustors and trustees, remainder and income beneficiaries, funding history, distribution provisions, and termination provisions.
bullet Gifting - detail personal gifting on an annual basis and tracks lifetime exclusion for each individual.
 
bullet Human Resources - track compensation, bonus, reviews and insurance information for clients’ employees.
 
bullet Insurance - track insurance policies, including protected assets, coverage terms and limits, premiums, claims, and policy history.
 
bullet Partnerships - track operating businesses, assets and investment based partnerships. Legal information, ownership structure and management details are readily accessible in this application.
 
bullet Philanthropy - record charitable activities associated with family foundations, donor advised funds, personal gifting, etc. Track grant requests, gift status, funding history, required distributions, and future commitments.
 
bullet Tax - track tax return preparation process including all tasks and documents required to complete each tax return. Quarterly estimated tax payments, extensions and annual filings are scheduled in the task management system to insure all deadlines are met. Key information from completed tax returns, including payments, filing/extension dates, carry-forward amounts, and credits are documented. Completed returns are stored as documents for each tax year.

 

Security & Administration
bullet Robust Security - Aristata is serviced from a state of the art data hosting facility with highly secure, redundant systems allowing you to focus on serving your clients and growing your business.
 
bullet Managed IT - with our software service model, there is no software or hardware to buy, install, maintain, or upgrade. All you need is a web browser. We take care of the rest.
 
bullet Flexible Permissions - a granular permissions model allows administrators to grant access only to clients, external advisors, and/or internal users at a detailed level to ensure users can view only information they have rights to view.