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Growing Multi-Family Office recharges technology operations with Linedata AMP

Highly integrated, automated and auditable solution leverages MFO's technology, process, and expertise to drive scale and efficiency 

Our client is a North American Multi-Family Office investment firm with over USD $20 billion in AUM. They provide discretionary investment management services and customized solutions to prominent families, foundations and global institutions. After a highly competitive selection process, the close working partnership between our teams produced a holistic, multi-asset, front-to-back solution aligned with the firm’s strategic goals to integrate data and streamline and automate processes across multiple functional areas. Electing to host their operations in the cloud will speed time to market of new features and products and allows our client to focus on innovation to drive growth across the business.

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Case study

Multi-Family Office Linedata AMP
Growing Multi-Family Office recharges technology operations with Linedata's cloud-based, integrated portfolio management AMP Platform

Highly integrated, automated and auditable solution leverages MFO’s technology, process, and expertise to drive scale and efficiency

“Highly integrated, automated and auditable workflows are critical for our daily business. Our teams also need immediate access to holistic views of clients’ investments across all assets. The Linedata team shared a customized demo environment that allowed us to validate the platform’s flexibility, robustness and openness in meeting our specific needs.” 


Partner and Portfolio Manager, Multi-Family Office with $20B AUM

Linedata Asset Management Platform - AMP 

Whether you’re an institutional or a wealth manager, Linedata’s innovative Asset Management Platform – AMP – delivers all your business needs on a single platform to adapt nimbly to our changing world.

Cloud-enabled software, collaborative expertise with integrated data and analytics, and the flexibility of our modular design enables better decision-making, streamlines processes, and empowers scale and innovation. A host of special features, such as an intuitive trading user interface and web-based model management delivers value and drives growth, so you can reimagine your business and respond to any challenge.

With over 20 years’ experience, Linedata delivers humanized technology that empowers leading asset management and credit industry firms worldwide to evolve and operate at the highest levels.

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