3 years ago, E-mergo came into contact with Amace (since acquired by Ruitenburg). They asked us to help think about a solution for administering and gaining up-to-date insight into the wealth managed by Family Offices. A family office is a (financial) service provider that supports one or more wealthy families in managing their private wealth. The request for such a solution came from one such wealthy family.
- Client: Private Wealth Services
- Industry: Other
- Product applied: Mendix, Qlik Sense
The Result
Mendix
Mendix was chosen to make it easy to collect and enrich data. The Mendix application imports data from Exact, and this data is enriched in Mendix through a purpose-built interface. Users can add required data that isn't available by default from the accounting program.
Insight
The Family Office data portal gives insight into the family's portfolio at any time, on any device. This makes it easy for the family office to view and analyze the entire portfolio, which is of course much more user-friendly than the annual presentation of the figures.
Data-driven
For the family office, this means they now have constant access to up-to-date data, giving them insight into the portfolio so they can make data-driven decisions about it. With this constant insight, users can make decisions about investments.
Insight into portfolio with the combination of Mendix and Qlik Sense
E-mergo was chosen as a partner for its specialist knowledge in combining data analytics technologies and low-code application platforms. This combination offered a solution to the challenges, because it brought data entry and data visualization together. The Family Office data portal that was created meets the needs of the family office (and therefore the family), and secondly of various professional service providers such as the accountants and tax advisors of several other firms.
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