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Description
CE OneSource offers a comprehensive building operations platform that facilitates independent warranty management along with complete property management throughout the entire lifecycle of a building, starting from pre-construction transition to post-occupancy management. Tailored for a variety of professionals including developers, builders, warranty managers, property managers, and owner-operators, CE OneSource is suitable for both single-family homes and multifamily units, encompassing condominiums, apartments, homeowners associations, and mixed-use developments. This innovative platform serves as a replacement or enhancement for traditional systems like AppFolio, Yardi, and BuildingLink, while ensuring audit-ready processes, continuity throughout the building lifecycle, and a foundation that is prepared for artificial intelligence integration. By streamlining operations and improving efficiency, CE OneSource empowers users to manage properties more effectively than ever before.
Description
SS&C Technologies' Family Office Services presents a robust, cloud-based solution aimed at streamlining and automating a wide array of family office functions. This platform encompasses multi-currency portfolio management, financial and partnership accounting, tax and transaction support, reconciliation, and reporting, all within a cohesive system that minimizes risk, reduces costs, and lessens manual efforts. It is designed to accommodate intricate asset categories, complex ownership arrangements, advanced investment strategies, and regulatory requirements, ensuring the provision of precise, audit-ready financial statements, performance metrics, and comprehensive transaction transparency. Supported by a skilled team of experts, this service facilitates end-to-end automation, from daily data collection to month-end closing, thereby improving oversight, duty segregation, and operational effectiveness. The platform is not only highly customizable and scalable but also caters to the needs of both single-family and multi-family offices while integrating various leading SS&C technologies, making it a versatile solution for diverse family office requirements. Additionally, its user-friendly interface and accessibility ensure that families can manage their wealth more effectively than ever before.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Black Diamond Wealth Platform
Geneva
Pricing Details
$0.50/unit/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CE OneSource
Founded
2024
Country
United States
Website
ceonesource.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com/industry/hedge-fund/family-office
Product Features
Real Estate Property Management
Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management
