While researching the various portfolio management platforms available for a global single family office, we found a gap in the market for “consolidated portfolio reporting”.
On one end of the spectrum you have financial institutions that offer reporting for the assets held with the bank. If you give the bank monopoly on your business, they could potentially report on a substantial part of your total assets. However, handling direct investments or private equity would fall outside their capabilities.
This will typically force the family office towards the other end of the spectrum, where they consider operating an in-house portfolio management system, provided by pure software companies that provide state of the art software, where the investor has to collect the data and configure the installation.
Yalmar Solutions was established to address this gap, combining the best of technology and financial expertise to deliver a best-in-class, fully outsourced offering covering all assets across your portfolio.
Independence is an essential factor in ensuring our interests and commitment are entirely aligned with our clients. That is why Yalmar Solutions is owned exclusively by its management.
Data Security & Confidentiality
Data security & confidentiality are Yalmar Solutions´ highest priority and are embedded into every business process and activity.
By becoming a specialist in automating the investment management process we have developed technologies and know-how to make sure that you have a complete overview of your portfolio across your custodians, fund managers and any non-listed and direct holdings you own at all times. We like automating the manual and digitising the analogue data that still prevails throughout the finance industry!
Partnership with FA Solutions
Our core software platform has been developed by FA Solutions, making sure that we always have access to the latest technology, security and data processing. The partnership creates a win-win for clients who would like to use FA Solutions´ excellent software platform and at the same time outsource the operational aspects of the portfolio management process to Yalmar Solutions.
On top of this core, Yalmar Solutions add our proprietary portfolio analyses, data connections, APIs and data quality controls. This ensures that your portfolio data is always up to date on a future proof platform that is constantly being developed in order to meet your needs and requirements today, and tomorrow.
Visit our friends at FA Solutions to learn more about their product.