Flyer
Wealth & Family Offices
A cost-effective data operating model that is easy to maintain — for wealth managers and single or multi-family offices.
No Excel
Automated data management across all asset classes
Look-through
Private equity documents and complex fund look-throughs
Wealthtech
Template-based integration to OMS, PMS, vendors, and custodians
Fencore DataHub is a cloud-native, no-code platform with out-of-the-box workflows for wealth managers and family offices of all sizes. Template-based integration connects your wealthtech stack and builds seamless data management capabilities across public and private markets.
Spreadsheet reduction
Fully automated data management across structured and unstructured data, and all asset classes.
Meet workflow requirements
Establish a golden source, process private equity documents, and execute complex fund look-throughs.
Stay compliant
Maintain proprietary ESG scoring methodologies within DataHub, meet data protection requirements, and produce key documents on schedule.
Download the flyer for wealth manager and family office solutions with DataHub.
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