The Family Office Systems Technology

Fortunately, computer technology now exists that significantly reduces both the costs and minimum net worth requirements for the average family to access the same "family office" benefits as the most wealthy of families.

Our Family Office System is cutting-edge technology that integrates proven credit, liability and personal cash flow applications into an easy, automated management solution for your Personal Financial Management.

Starting first with a "Liability Management Report" we help you establish a strategy for the allocation of monthly cash flows to either debt repayment and/or an equity (savings, insurance or investment) deposit for optimum wealth accumulation.

This automated planning tool illustrates your current debt status and displays in graphic form the promised potential results according to your needs and objectives. The solution you select can be implemented by you, your professional advisor or financial-service organization.

Currently the Family Office System  includes:

• Integrated credit data & reporting 
• Real time debt-data harvesting
• Automatic credit analysis
• Payment forecaster
• “What-if” planning scenarios
• Spending plans
• Full-view Account Aggregation

• 180 million Americans earn a paycheck every month
• There are 12 million college students currently enrolled
• Both groups do essentially the same 'money-tasks' every month

Family Office Systems will soon include the following features:

• RightPay: Automated online bill payment
• Expense-tracking debit cards
• Dynamic budgeting tools and reports
• A "Cash Envelope" debit-card management tool
• Financial education that is transaction-specific