automation of reporting; investment analytics; client experience; operational efficiency; digital platforms; machine learning; data aggregation; portfolio monitoring; family offices; AI-based tools
Abstract :
[en] This article explores the digital transformation of family offices through the integration of specialised technological platforms and AI-based tools. It analyses leading digital solutions for financial reporting, investment management, and data aggregation, with a focus on platforms such as Asora, EY Nexus, Asset Vantage, and Addepar. The research is based on a comparative analysis of platform functionality, market penetration, and the degree of artificial intelligence and machine learning integration. Findings show that platforms enabling automated reporting and asset monitoring improve operational efficiency, while AI-powered solutions enhance personalisation and client experience. Particular attention is given to asset aggregation platforms, which reduce data fragmentation and enable consolidated financial insights. The study relies on data from industry reports (e.g., UBS, EY, Campden Wealth) and official product documentation.
Research center :
Interdisciplinary Centre for Security, Reliability and Trust (SnT) > SEDAN - Service and Data Management in Distributed Systems
