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Key Features For
Family Offices :

Partnership Accounting

Investment Management

Integrated General Ledger

Family Office Reporting

Family Member Web Portal

CRM/Document Management

Investment Due Diligence


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Family Office Overview

Family Offices are finding it increasingly difficult to manage their operations as internal structures become more intricate and investments grow in size and complexity.  Relying on spreadsheets and a patchwork of IT systems is both inefficient and unreliable, and makes simple reporting tedious and time consuming. 

TNR Solution provides single and multi Family Offices a comprehensive, flexible and completely integrated tool to streamline daily operations and reporting. 

TNR seamlessly records all activity between the Family Office and all underlying fund and portfolio company investments. This can be accomplished across funds and down to the level of underlying portfolio companies, providing key insight and visibility into the overall performance.

Features:

  • Partnership Accounting
  • Investment Management
  • Trust and Tax Accounting
  • Accounts Payable
  • Budgeting and Forecasting
  • Automated Data Feeds and Pricing Downloads
  • Family Office specific reports
  • Web based Family Member Portal
  • CRM / Document Management

Click to the left to learn more about specific functionality for Family Offices within TNR Solution™.

Copyright © 2006 TheNextRound, Inc. Developed by Dueling Pixels.