家族办公室

为复杂、高度定制的投资架构,提供灵活且深度聚焦的解决方案。

在当今复杂多变的财富管理时代,很多家族都需要一个稳固可靠的平台来协助驾驭日益复杂的财务事务,并通过平台来快速适应全球市场变化,及时抓紧新的机遇,并管理各类金融资产。

Linnovate 昶科提供的一站式解决方案,能够帮助家族办公室更方便地管理、发展和保护其资产,确保在财富增值、整合和继承过程中万无一失,并且告别对接多个供应商的繁琐与不便,让您的家族财富管理更加简单、高效、安心。

财务报告与会计
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  • 准确的财务报表:及时精确的财务报表。
  • 净资产值(NAV)计算:详细的净资产值计算。
  • 交易处理:高效地管理投资交易、资本募集(资本调拨)和资金分配。
  • 费用管理:追踪和分配费用以确保合规性。
  • 资本募集管理:简化资本募集流程。
  • 分配管理:通过透明报告高效处理资金分配问题。
  • 投资组合估值:定期进行估值以准确评估业绩。
  • 业绩报告:定制报告,提供清晰的投资洞察。
  • 投资监控:持续监控以识别机会并减轻风险。
  • 监管申报:及时且准确提交。
  • AML/KYC 程序:强有力的反洗钱和了解你的客户程序。
  • 合规监控:持续更新确保走在监管变化之前。
  • 投资者沟通:定期更新详细的业绩报告。
  • 资本账户维护:准确维护资本账户以确保透明度。

Streamline Fund Operations with RAISE

Automation of Routine Tasks

RAISE automates routine administrative tasks, reducing manual errors and freeing up your team to focus on strategic activities.

Real-Time Data Access

Gain real-time access to fund data, allowing for timely decision-making and enhanced transparency.

Customizable Reporting

Generate customizable reports tailored to your specific needs, providing you with the insights necessary to drive your fund’s performance.

Secure Data Management

RAISE ensures the highest standards of data security, protecting sensitive information and maintaining compliance with regulatory requirements.

Scalability

Our platform is designed to scale with your fund, accommodating growth and evolving needs without compromising on efficiency or accuracy.

Explore Our Expertise

Linnovate offers a wide range of premium services, each of which leverages our proprietary automation technology
to streamline processes and reporting while ensuring regulatory compliance.

Fund Administration
Investor Relations
Portfolio Monitoring Services
Reporting Services

Providing comprehensive regulatory reporting both locally and globally

Regulatory Compliance
Consulting Services

experienced professionals

Meet Our Team

Our team of high-caliber professionals possesses a diverse range of talents, with solid experience in various areas of alternative asset servicing, including fund administration, financial technology, and corporate services.
Milly Hung

Associate Director

Milly Hung

Associate Director