Truss Edge is a customizable technology platform for family offices that seek to centralize their portfolio management and accounting operations via a single system. We provide our family office clients with a secure and flexible service underpinned by institutional level infrastructure and support. This is a complete solution for family offices, managing operational processes and data so that clients can focus on portfolio management.
We provide family offices with a flexible solution that can address many of their unique operational requirements. Our technology is easy to implement, fully supported by a highly experienced project management team.
Outsourcing model lets you access cutting edge technology without lengthy install
Can accommodate investments like private equity, real estate, hedge funds and non-fungible assets like art
Private investments feature lets you manage all information related to Level 3 assets
Complete accounting combined with general ledger and portfolio management system
Designed to cope with a wide array of assets
Cost effective interface means family offices can draw on a secure operations service model (Operations as a Service – OaaS) that lets you draw on our in-house team of operations specialists
Highly configurable reporting features under one application
Truss Edge has developed a highly cost-effective platform for family offices of all sizes to manage their assets more effectively under one operational umbrella.
Developed within the alternative investments industry, our combined technology and in-house expertise allow you to implement and execute private office operations with the levels of operational effectiveness usually only seen at the largest institutions.
Our project team is available to take you through every step of the implementation process with the minimum of disruption to your operations.