Flyingboat Wealth Management Software

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If your business is involved in Trust and Company Administration, funds management, transfer agency, Family Office management, pension and employment scheme administration or other aspects of financial services and perhaps you also need sophisticated software for Practice Management then look no further than Flyingboat Wealth Management Software . A scalable enterprise class software solution designed by finance industry practioners and IT professionals to deliver previously unseen levels of automation, ease of use and flexibility in a constantly changing business environment.

Key Features

Flyingboat features a CRM / Entity database of all the people and things you do business with. This is coupled with functionality for Task Management and Diary, Compliance (CDD) and Risk Analysis and AEOI reporting (US FATCA, UK CDOT and Common Reporting Standard).

For the entities you administer Flyingboat provides a sophisticated multi entity, multi currency accounting system with integrated investment accounting facilities so you can properly record and a manage the financial affairs of the entities you administer. Automation is provided in many areas especially for addressing requirements which have bulk processing requirements - payrolls, pensions and other structures.

Flyingboat also provides database and register functionality for tracking all of the entities under administration and the records that need to be kept of members, Shareholders or role holders in the widest sense.

Practice Administration functionality to ensure you bill your clients for your fees completes the picture. Fees can be determined from multiple sources including time records, service charges, asset values etc.

Key Benefits

Flyingboat's integration of functionality together with task automation delivers efficiency that can only be imagined.

Product/Service details

User Suitability (Capital Markets & Investment Mgmt)
Asset Managers, Wealth Managers
Geographic Availability
Africa, Asia-Pacific, Europe, Middle East, North America, South America