Why Assetgrip?

Assetgrip – Dedicated Family Office Software offers a professional investment solution to structure an integrated investment process over time. With integration we mean:

  • A process that starts with the definition of an investment process and ends with order execution
  • A system that incorporates every asset class; listed as well as non-listed assets
  • Different team-members which are involved and benefit from Assetgrip based on their specific roles

Assetgrip provides 3 fundamental modules which enables an investment company to behave totally independent from the financial industry:

1. Investment Reporting
2. Decision Support
3. Integrated Risk Management

Assetgrip leads to having a grip on assets and puts the choices of a Family Office into an overall professional investment perspective with just one goal: to maximize the probability of achieving target returns by optimizing the trade-off between expected risk and expected return.

1. Investment Reporting
Based upon the Family Office context a flexible and tailor made reporting module reflects the specific needs and requirements of the organization. Pre-defined and flexible portfolio breakdowns incorporate many years of investment experience. The investment report forms the starting point for a professional investor to make investment decisions in a predefined integrated process.

2. Decision Support
Based upon this investment reporting insight, Assetgrip provides decision makers within the Family Office the ability to make well informed investment decisions in a structured and disciplined way. The software provides the best of both worlds. Top-down investment decisions to allocate wealth towards different asset classes. Bottom-up investment decision rules which will help justify individual asset selections.

3. Integrated Risk Management
Finally Assetgrip allows for well defined risk-management processes and business controls. Strategic risk management is handled through risk profiles. Long-term strategic asset allocations towards individual asset classes are defined, together with their minimum and maximum weights. On a tactical risk management level, short term allocations are set as liquidity profiles are being monitored. On a operational risk level, Assetgrip incorporates all kind of different risk parameters, such as authority settings, data quality and security.