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Software for family office management
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Sample Reports, by Industry:
  Family Offices

  Portfolio Managers
  Investment Advisors

  Hedge Funds
  Fund Administrators
  Fund of Funds
  Private Equity Funds

Explore by Solution:
  Portfolio : Portfolio Management + G/L
  Fund : Portfolio Management + G/L + Partnership
  X-Office : All In One + Family reports
  Partner : Partnership + G/L
  CRM & Client Web Portal
FC X-Office product information. FC X-Office is a powerful back office software for family offices and wealth management firms.

  FC X-Office:
 for Family Offices & Investment Management Firms         Brochure

OTHER X-OFFICE FEATURES

Other X-Office useful features include:

Audit trail: keep track of all users activity in the system, generate a report

Security: manage users and groups in the system, specify access permissions, passwords. Define password management policy.

Integration with other systems: Integrated with FundCount® CRM (Client Relationship Management) and Client Portal. Interfaces with SalesForce®, Netage®, SugarCRM®, vTiger® and other CRM or accounting systems.

Deployment: On Site (your servers) or On Demand (your or our servers).


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