A brief look at the back office interface.
- The Back Office is the central hub where you can effectively manage all aspects of your wealth. Its key functions include adding Assets, processing documents, importing spreadsheets, and more.
Navigate through the left-hand menu to easily access various functions for managing your wealth. Here is a breakdown of the key features:
- Office Picker - This feature is designed for multi-family offices and institutional clients who need to manage multiple accounts. To access this feature, simply click on the Front Office button and select the office you want to switch to.
- Front Office - A quick launch shortcut to the Front Office web app.
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Activity Feed - Here you can easily track the latest updates made to the office. Each action is displayed with a timestamp, the user who made the changes, and the specific location where the changes were made.
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Document Processing - Upload, process and organize all associated documents.
- Importing - Import spreadsheet that can create Accounts, Assets, Holdings and Transactions
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Assets - Create and manage assets, holdings and transactions
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Accounts - Create and manage connected accounts and virtual accounts.
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Workflows -