The Family Office Dashboard is your go-to tool for simplifying financial management. It provides clear views of Profit & Loss and Balance Sheet statements, allowing you to consolidate data, handle eliminations, and calculate financial records based on percentage ownership. With everything managed from a single platform, you can efficiently oversee multiple entities and ensure accurate financial reporting.

Ownership-Based Reporting: Customise your financial analysis according to percentage ownership. You can view reports for all shareholders or restrict access based on the shareholder logged in, ensuring relevant and secure insights tailored to your client's needs.

Effortless Comparisons: Compare multiple entities side by side to quickly spot performance differences and operational efficiencies. This feature makes it easier for you to identify trends and opportunities.

Trend Analysis: Track financial trends over time to make informed strategic decisions. By analysing historical and current data, you can provide valuable insights into your client's financial trajectory.

Profitability Insights: Use the P&L Table to monitor profitability effectively. This tool supports your decision-making and helps adjust operational strategies based on detailed profitability analysis.

Advisory Account Mapping is designed to help you refine financial analysis through effective account grouping and remapping. In this demonstration, we will walk you through the process of assigning Account Groups to related accounts and remapping accounts across various Profit & Loss, Balance Sheet, and Cash Flow categories. This approach will improve both the accuracy and clarity of your financial reporting.

Ensure you set this up before using the Family Office Dashboards. This setup allows you to view the P&L and Balance Sheet according to ownership percentages, providing accurate financial insights based on each entity’s stake.

This feature allows you to manage and track loans across multiple entities, providing a clear view of inter-company loans and their impact on financial statements.

Familiarise yourself with the key features and navigation of the Family Office Dashboard. This overview will guide you through essential tools and functions to streamline consolidation processes and manage eliminations effectively.

Start exploring and integrating these dashboards into your client consultations. As you become more familiar at using these tools, you’ll find yourself providing deeper insights and more strategic advice, all while streamlining your workflow. Here’s to smarter advising and more empowered clients!

Feel free to share your experiences and tips in the comments—let’s learn and grow together!

If you have any questions or need further assistance, feel free to reach out to us at [email protected].