PortfolioNet

PortfolioNet is a wealth care solution offered by Galeo that leverages wealth tech solutions. According to the vendor, this platform provides customised services for managing both financial and non-financial assets. It caters to various businesses, including financial advisors, legal and accounting professionals, and private asset managers. With its advanced features and coordination capabilities, PortfolioNet aims to facilitate collaboration among teams and trusted advisors.

Key Features

Customised Wealth Care: According to the vendor, PortfolioNet offers customised wealth care services for all assets, financial and non-financial. It provides a range of services tailored to the client's structure and objectives, aiming to protect their wealth. Clients can connect with their assets and the Galeo team through a digital platform developed and maintained in Switzerland.

Ecosystem Coordination: The vendor claims that Galeo facilitates collaboration among teams and trusted advisors by coordinating and centralizing information. This feature enables interaction with multi-disciplinary professionals such as financial advisors, legal and accounting experts, and private asset managers.

Financial and Non-Financial Asset Monitoring: PortfolioNet utilizes digital technologies to monitor and analyze financial and non-financial assets, as per the vendor. It enables the onboarding of assets with years of history, including trades, valuation, and performances. The platform monitors various financial assets such as bonds, equities, funds, alternative investments, and private equity. It also monitors non-financial assets like art collections, real estate properties, boats, cars, aircraft, and wine.

Proactive Wealth Supervision: According to the vendor, PortfolioNet proactively supervises all aspects of a client's wealth. It provides monthly reporting and alerts when actions are required. The platform aims to ensure that mandates and asset allocations are respected, performance is aligned with market conditions, and fees are correctly applied. It also generates specific reports based on sudden unexpected market events, without requiring client requests.

Advanced Analytical Tools: PortfolioNet offers advanced analytical tools based on AI technology, according to the vendor. These tools automatically generate reports on expenses, budget monitoring, and cash flow analysis, providing insights for effective wealth management. The platform also enables monitoring of expenses such as salaries and social charges paid to employees, even for complex structures like trusts.