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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We meticulously choose premium currencies and offer a variety of multi-currency options to ensure dependable transaction processes. Our rapid asset transfers and 24/7 online support are designed for seamless operations and hassle-free transactions. To minimize risks associated with user assets, we implement a multi-tiered firewall, utilize multiple signatures, and maintain separate cold and hot wallets. Should you have any inquiries, our customer service team is readily available to assist you. For users speaking different languages, we have developed a multilingual community service platform catering to millions. The Help Center is stocked with an array of documents providing detailed operational guidance, enabling you to master transactions swiftly. We recognize that efficient markets rely on effective people, processes, and technology; this principle drives our mission at IDCM. By leveraging the capabilities of blockchain and financial advancements, we aim to revolutionize traditional financial markets into something extraordinary and innovative. Our commitment to excellence is reflected in every aspect of our service offerings.

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

Screenshots View All

Integrations

Black Diamond Wealth Platform
Geneva
Koinly

Integrations

Black Diamond Wealth Platform
Geneva
Koinly

Pricing Details

No price information available.
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

IDCM

Founded

2017

Country

United States

Website

www.idcm.io

Vendor Details

Company Name

SS&C Technologies

Founded

1986

Country

United States

Website

www.ssctech.com/industry/hedge-fund/family-office

Product Features

Product Features

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