Aristata Overview

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.

KEY BENEFITS

■	Fast implementation with out-of-the-box solution that is ready for use on day one.

■	Locally deployed or securely hosted solution.

■	Community-developed best practices leverage the strengths of the family office community.

■	Centralize information in well organized data structure and user-friendly interface to better manage every piece of client information.

■	Leverage human capital.

■	Institutionalize information and knowledge to provide critical "risk management" for clients that their financial information, and the processes to manage their information, is defined, organized, and accessible.

■	Custom reporting to meet clients' highly individualized needs.

ORGANIZED DATA STRUCTURE

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.