FAQ

3. How do family offices consolidate complex wealth portfolios?

Quick Answer:
By aggregating all assets — listed, private, and alternative — into one unified reporting system.


Learn More:
Consolidation ensures clarity. Family offices manage assets across multiple banks, custodians, and geographies. Without integration, visibility is fragmented. Findex centralises data from connected providers, tickers, and manual entries — giving family offices a complete real-time overview of total net worth across all entities and generations.

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