Complex Interests Voly

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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.
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.
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
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
Complex Interests:

Audience

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

Audience

Asset managers of high‑net‑worth individuals in need of a tool to manage properties, aircraft, and other assets
Complex Interests:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported
Voly:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Complex Interests:

API

Offers API Not Supported
Voly:

API

Offers API Not Supported
Complex Interests:

Screenshots and Videos

Voly:

Screenshots and Videos

Complex Interests:

Pricing

$2000.00/year
Free Version Not Supported
Free Trial Not Supported
Voly:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Complex Interests:

Reviews/Ratings

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

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Review this Software
Voly:

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
Complex Interests:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Voly:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Complex Interests:

Company Information

Complex Interests
Founded: 2012
United States
complexinterests.com
Voly:

Company Information

Voly
Founded: 2016
United Kingdom
www.volygroup.com
Complex Interests:

Alternatives

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Voly:

Alternatives

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Complex Interests:
Voly:
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WealthERP

Ampsys Consulting Pvt Ltd.
Complex Interests:
Voly:
Complex Interests:
Voly:
Complex Interests:
Voly:
Complex Interests:

Categories

Estate Planning Supported
Family Office Supported
Voly:

Categories

Family Office Supported
Complex Interests:

Integrations

Bchex Not Supported
Mastercard Payment Gateway Services Not Supported
Voly:

Integrations

Bchex Supported
Mastercard Payment Gateway Services Supported
Complex Interests:
Claim Complex Interests and update features and information
Claim Complex Interests and update features and information
Voly:
Claim Voly and update features and information
Claim Voly and update features and information