Infront, the European market leader in financial market data solutions, will begin delivering its transformative Assetmax offering in the EU, starting with German family offices. The Assetmax solution will futureproof wealth management for family offices by helping them manage modern challenges—reducing complexity, supporting increased risk and compliance needs, and digitizing communications.

Modern family offices face increasing complexity across their businesses brought on by the digital age. Family offices, daily, must manage portfolios and risk of more products, asset classes, and information streams. Next to this, they need to serve a younger clientele who demand digital access. There is an increasing demand coming from investors to manage portfolios in accordance within ESG guidelines. Facing these pressing concerns, family offices across the EU need help in transforming their practices to meet the growing demands of the digital age.
 

To serve the needs of family offices, Infront's Assetmax offering delivers across three key areas to make wealth management in family offices easier. To answer the increase in products, asset classes, and information, the solution acts as a consolidator, combining portfolio overviews, integrating data across a wide range of asset classes, including private equity and real estate, and incorporating ESG data in portfolio analysis. Complementing consolidation, the offering also unburdens daily processes by automating portfolio management and rebalancing, ordering, reporting and seamlessly integrating CRM information. Native auditing tools help further ease the compliance burden, enabling family offices to not only track and verify investment activities but adhere to investment mandates. Regarding the growing need for improved digital capabilities, the solution provides digital channels for clients via a wealth portal.
 

Massimo Ferrari, Head of Portfolio Management Solutions, Infront: “Now is an exciting and challenging time for family offices because of the widespread digitization of financial markets and everyday life. An uptick in products, asset classes, and regulations places even more pressure on compliance. Family offices also need to locate more efficient ways to manage peoples’ money and interact with younger, digital-first clients. The Assetmax solution makes the lives of family offices easier, so they can spend less time on administration and more time with clients. This is where they add value: in truly centering on their clients’ needs. Here, technology is the means to serve that end, but only family offices that embrace it will be able to seize opportunities. We’re delighted to offer family offices in Germany the chance to create more growth, and we look forward to giving family offices all over Europe the same opportunity shortly.”