Vidrio has been engaged by a $20Bn+ Multi Family Office to provide its comprehensive data collection and technology platform to support and integrate their external and internal manager allocations.
Vidrio’s ability to work confidentially, provide holdings-based risk and exposure services, and provide white glove customer care met this prestigious clients' needs and expectation.
ABOUT VIDRIO FINANCIAL
Vidrio is the first Technology Enabled Service for allocators – providing software and data services to institutional investors globally. Vidrio’s data aggregation and analytics help solve complex fund management problems, improve operational efficiency and reduce risk for multi-asset-class portfolio investors. Our clients are the world’s premier allocators to external managers.
Family offices realize that a one-size-fits-all technology enabled service doesn't work for today's allocators. Vidrio Financial works with UHNW single and/or multi-family offices to understand their unique needs and develop a best-in-class platform to manage exposure, risk and monitoring for our clients. With just one click, Vidrio's platform allows Family Offices to store documents, add manager profiles and combine information from multiple external commercial databases, like HFR and Morningstar. Through our portfolio management and monitoring services, Family Offices can enact changes with all required or target guidelines. Our tracking also carries the ability to forecast portfolio liquidity accurately and assess cash flow impacts. With our open-ended portfolio planning your family office can propose investments with an outlook, allowing target setting, rebalancing and updates to exposure and risk. Research and due diligence is also a breeze for todays family office with included workflow monitoring and visualization tools, this helps to reduce inconsistencies and duplication. Bring your qualitative and quantitative family office data to the next level by learning more about Vidrio Financial today.
To learn more about Vidrio's portfolio performance and monitoring systems by clicking here and then reach out to our relationship team who can plan a demo for your family office today.