Family Office Business Systems using Microsoft Dynamics SL or Great Plains


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A Trusted Partner for Family Offices

AccuNet is the trusted technology partner for Family Offices. As back office and network system specialists equipped and experienced in dealing with sensitive client data, we take pride in the confidential and trusted relationship we have with our Family Office clients.

As a trusted partner, AccuNet works with Family Offices to gradually steer them towards more efficient processes in both the back office and network systems. We build solutions to meet your needs in the timeframe you choose.

Enabling People

Our work with five area Family Offices using Microsoft Dynamics SL or GP has given us a unique insight into how Family Offices use their systems. For Family Offices to achieve and meet their investment, financial and administrative responsibilities, technology systems need to enable people and processes by moving them from repetitive, manual tasks to high value activities and increasing the time spent on creative thinking, problem solving, and risk management.

AccuNet understand that the technology platforms should support the functions performed by the CIO, the CFO, and the Trustee. With careful design, the infrastructure should permit the Family Office to speed up the delivery of financial information and reporting to the Family.

Technology will continue to play an increasingly important role in Family Offices, and AccuNet will work with you to revitalize, modernize or create a technology system that will allow your Family Office to document, integrate and communicate financial information while maintaining absolute control and confidentiality over its personal financial data.

AccuNet Business Process Review

Testimonial Have you found yourself asking why it takes so long to get information about your investments; so long that the information you finally receive isn’t current enough for you to evaluate? Perhaps you wonder why it takes so many people to keep track of the family’s financial data, especially when meaningful and timely reports are not available. Then it’s time for a professional business process review of the back office.

Back Office Management

While today’s Family Offices perform three primary service roles-investment management, financial administration, and fiduciary responsibility-it is the back office management function that supports these service roles and is the one that most often is neglected. The financial impact of having a less than efficient back office, while subtle, can be significant, and a professional business process review addresses these costs and possible solutions.

The AccuNet Business Process Review is an objective and confidential analysis of the Family Office operations in relation to the manual and automated processes. A business process review is one way to evaluate and acquire information to assist the Family Office in proactively reassessing the services most valuable to its clients and establishing and maintaining a quality, cost effective system of service delivery.

Our process review has found various areas of cost savings and improvements for Family Offices. For example, one client was spending two days a month reconciling one checking account. AccuNet’s process review was able to place a dollar amount on the time spent reconciling and offer a solution to automate the process. For another client, AccuNet’s process review was able to provide a viable means to automate personal financial statements recognizing gains and losses in multiple investments.

Contact Management

The trusted relationships the Family Office maintains are built over time and on trust. AccuNet has worked with many Family Offices implementing Microsoft Dynamics CRM that moves contact management from the rolodex to a relationship management that allows for continuity of information across employees and departments. See where the business came from, who works for who, and which vendors have been used for which functions.

AccuNet Services
Our services include process assessment, software sales, implementation, and continuous support and maintenance.

Business Process Assessment	Implementation and Training	Support
We start every system inquiry with a Business Process Assessment. We review your current system, needs, and processes in order to provide you with the right solution. This assessment serves as a blue print for selecting the appropriate solution based on how you will use it.	Once we have settled on a plan of action, implementation and training begin to ensure a clean transition and a trained staff to use the new system.	We continually work with you to support and maintain your new system so you have it for years to come.
		Once you have become a valued client of AccuNet, we continuously work to meet your satisfaction. Find out how.