Consulting
Holding Company and Family Group software, built as one system
One group in one system: the ownership tree, consolidated statements with eliminations, the chairman's cockpit, board and shareholder governance, the cap table and group treasury, with the family office's investments beside them
- Accounting
- Investments & Portfolio
- Documents
- Sign
- Approvals
- Contacts
- Invoicing
- Subscriptions
- KPIs and Scorecards
10 apps
Included apps
Installed together, already wired to each other.
What makes it Holding Company and Family Group
One group in one system: the ownership tree, consolidated statements with eliminations, the chairman's cockpit, board and shareholder governance, the cap table and group treasury, with the family office's investments beside them
Installed together, already wired to each other.
What you get
Four of the capabilities this model relies on every day.
01
Accounting
Chart of accounts, journals, bank and cash, reconciliation, budgets, periods and financial reports
Learn more02
Investments & Portfolio
The investment register: listed shares, private stakes, fund interests, sukuk and bonds, deposits, property and gold; buys, sells, dividends, coupons, bonus issues and splits with FIFO or average-cost lots; prices by hand or from a file, valuation runs at fair value through profit or OCI, and every event posted to the ledger in Decimal
Learn moreOn the move
The apps in this model that serve each audience.
Pricing
from$19per user / month
Holding Company and Family Group: Standard plan, $19 per user per month, all apps included. External users are free.
Implementation pack available: setup, data migration and training, by us or a partner.
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Start Holding Company and Family Group free today.
Your workspace comes preloaded with this model, sample data and a guided tour.