Family offices, investment holdings and private equity companies typically manage, in addition to securities, a heterogeneous portfolio of investments and assets.

While established applications are available for securities, there is often no suitable solution for the operational steering and central data management of the other assets.

Together with a client, we have developed a technically simple yet functionally powerful platform – through the integration of Confluence and OneDrive. It enables:

• Centralised management of all master data, moving data and documents.
• Transparent steering of management meetings, decisions, tasks and objectives.
• Efficient collaboration between the client and the companies involved – including direct access for managers.
• Secure document management and automated task tracking.

This tailor-made solution establishes a centralised, flexible and scalable platform that supports day-to-day business and transparently provides all essential information in one dashboard.

In terms of technology, we rely on Confluence as the central wiki for documentation, communication and knowledge sharing across all clients. Thanks to integrated data tables, we ensure unambiguous data and, by embedding OneDrive within Confluence, we ensure that all documents can be handled conveniently. As the ‘cherry on top’, the integrated AI function offers comprehensive search options for decision-makers.

Why is this important?
By bundling all information in one place, it is possible to make informed decisions, define clear responsibilities and implement efficient processes – especially in complex structures with multiple stakeholders.