+
+

Related Products

  • Procare
    3,514 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Nexo
    16,425 Ratings
    Visit Website
  • ROLLER
    249 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • CHARMS
    22 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sage Intacct
    7,861 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • eToro
    30,025 Ratings
    Visit Website

About

The family manages one or more operating businesses, typically has commercial real estate in its portfolio to support its business operations, holds passive investments in other related businesses, maintains inter-entity loans and/or guaranties, and collects personal assets of value (e.g., art, automobiles). The family wealth creator has passed on, and the family's legacy holdings are now managed by the second generation. The wealth creator's children have leveraged the family's assets to create businesses of their own and make investments of interest to them. A robust estate plan exists to benefit the third generation and beyond. Management of the family foundation demands more focus than during generation one. Family wealth was generated through a significant liquidity event and is held in a myriad of trusts for children and grandchildren. The family invests its cash in a diverse portfolio that favors direct and alternative investments.

About

All you need for meaningful, long-term investing in one app. Risk-managed portfolios curated for you and managed by wealth experts. Seamless trading in Singapore and US markets with automated features. Investment solutions to earn higher returns on your idle cash. Bespoke investment solutions for your legacy goals. Funds and personal data are regulated by financial and data protection authorities. Best-in-class investment solutions and dedicated wealth experts. Competitive and crystal clear fees without the sales pitch. Regular, diversified income for capital preservation or appreciation. Syfe is an investment platform empowering people to build their wealth for a better future. Access simple, smart, and affordable financial solutions all within one app. Build wealth effortlessly. Whether you plan to buy a house, save up for your children’s education, retire, or simply grow your wealth, we have portfolios and solutions that cater to your different financial goals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals in need of a solution for stewardship of complex family wealth

Audience

Companies in need of a digital investment platform to manage their portfolios, income, and financial operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$2000.00/year
Free Version
Free Trial

Pricing

$1.49 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com

Company Information

Syfe
Singapore
www.syfe.com

Alternatives

FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
Claim Syfe and update features and information
Claim Syfe and update features and information