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Related Products
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Complex Interests:
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.
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Voly:
About
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.
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Complex Interests:
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Voly:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Complex Interests:
Audience
Professionals in need of a solution for stewardship of complex family wealth
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Voly:
Audience
Asset managers of high‑net‑worth individuals in need of a tool to manage properties, aircraft, and other assets
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Complex Interests:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Voly:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Complex Interests:
API
Offers API
Not Supported
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Voly:
API
Offers API
Not Supported
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Complex Interests:
Screenshots and Videos |
Voly:
Screenshots and Videos |
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Complex Interests:
Pricing
$2000.00/year
Free Version
Not Supported
Free Trial
Not Supported
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Voly:
Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Complex Interests:
Reviews/
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Voly:
Reviews/
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Complex Interests:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Voly:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Complex Interests:
Company InformationComplex Interests
Founded: 2012
United States
complexinterests.com
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Voly:
Company InformationVoly
Founded: 2016
United Kingdom
www.volygroup.com
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Complex Interests:
Alternatives |
Voly:
Alternatives |
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Complex Interests:
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Voly:
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Complex Interests:
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Voly: | |||||
Complex Interests:
Categories |
Voly:
Categories |
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Complex Interests:
Integrations
Bchex
Not Supported
Mastercard Payment Gateway Services
Not Supported
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Voly: | |||||
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Complex Interests:
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Voly:
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