Wealth Managers and Family Offices
We create a unified, trusted golden source for all your investment and reference data, delivering a comprehensive, yet easy-to-maintain operating model tailored for modern wealth managers and family offices.
Our approach is template-driven, informed by industry best practices, and designed for rapid adoption. The platform is cost-effective, scalable, and seamlessly integrates with global middle- and back-office service providers for firms operating hybrid or outsourced models. All asset classes, public and private, are fully covered.
With more than 10,000 family offices (and growing) in the world, the industry is embracing change, new technologies, data driven alpha generation and next-generation target operating models.
The Rise of WealthTech
The days of managing assets through Excel or aging legacy systems are ending. Wealth managers and single/multi-family offices now operate in a buyer’s market, with an abundance of tools across every functional area.
Today, leaders in this space recognise the value of dedicated, modern data management, particularly as portfolios expand across:
• Multiple jurisdictions
• Public and private markets
• Complex ownership structures
• Multi-custodian and multi-bank arrangements
Modern technology enables wealth managers to scale significantly in both AUM and sophistication, without proportionally increasing operational overhead.
Fencore helps teams:
• Automate key workflows
• Gain visibility across custodians and asset types
• Interact with data more naturally using user-friendly insights
• Maintain tight governance without additional headcount
Globalisation and Sophistication
Wealth is rising globally, and so is the number of wealth managers. Asset allocation is shifting toward private markets, particularly private equity, while operational complexity increases through:
• Private market document automation
• Look-through capabilities
• Advanced risk and performance models
• Cross-border regulatory requirements
• Middle- and back-office outsourcing arrangements
Although this segment has traditionally been slower to adopt new technologies, the sentiment has changed.
There is now a clear recognition that technology and data, augmented by intelligence, will underpin future growth, scalability, and excess return.
Fencore equips wealth managers and family offices with:
• A resilient data foundation
• Natural-language and intuitive data interaction
• Smarter, exception-driven oversight
• A platform designed for growth across strategies, asset types, and jurisdictions
