| TRUE FAMILY OFFICE MANAGEMENT |
Aristata Overview |
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Aristata is an integrated platform built for
family offices and multi-family offices, to
simplify the complexities of managing client
wealth information. Unlike others, Aristata’s unique approach places an organized family office hierarchy at the center of four integrated core applications: 1) CRM, 2) Investments, 3) Family office, and 4) Document management. This combination yields a technology infrastructure which truly enables firms to be more productive, more efficient, and provide a higher level of service to its clients.
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KEY BENEFITS |
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ORGANIZED DATA STRUCTURE |
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Any successful business has an organized
data structure as part of their foundation.
For family offices, organizing data can be
complex because determining how data is
organized is dictated by the client and
their own individual goals, objectives, and
personal circumstances. With the help of
family offices, Aristata has developed a
best practice for organizing client
information and has applied it as the
foundation of its software solution. Using Aristata, family offices can define the families and entities that they service and the relationships between them. Entity types include Households, Clients, Estates, Trusts, Foundations, and Partnerships. For each entity, a category tree is defined that serves as a classification for the type of data entered into Aristata.
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