Client Challenge: all assets in one view
Wealthy families need to keep an eye on their total portfolio of assets, across many asset managers, asset classes, and family members. How to get all asset data and related risks in one view?
ILUMY Innovation: pragmatically prototyping a platform
Prototyping with spreadsheets, paper based infographics and offline market data provided good use cases for families and family officers. The next prototypes were coded and became the basis for the iAssetManager platform.
Now families see the totals and risk of all their assets at a glance, also on mobile, instead of having to check across 10+ accounts. For the financial folks, the platform mimics a good ol’ spreadsheet. They love it too.
Shared Insight: manual interfaces can be the best solution
Instead of the interface-nightmare of connecting to 30+ banks and asset managers, manually copying numbers from weekly and monthly statements works just as well. With manual asset data and real time market data, all assets are clear.