Asset Management

Keeping track and calculating client’s assets can be time consuming and open to human error. With BankClarity's Asset Management system, you can log each of your client’s assets in specific categories and value your portfolio at the click of a button. Your system can be programmed to ensure that your business adheres to requirements concerning property purchases. The system factors in foreign exchange meaning your valuations are up to date and accurate.

AM

Multiple Assets

Your client may own a number of different assets ranging from private jets, yachts and property each worth different values. Without a straight through processing system you have to manually record the value of each of these assets into multiple spreadsheets taking into account currency and current value.

Download BrochureDownload PDFContact Us
alt
Time Taken
alt

Multiple Currencies

Assets can be bought from all over the globe which means they are bought and sold in different currencies. Each asset has to be recorded with its current value and converted at the right exchange rate. Without a straight through processing system you will have to manually calculate the value of each asset making sure you use the correct exchange rate.

Download BrochureDownload PDFContact Us
Time Taken

BankClarity

You need a straight through processing system

  • One platform
  • Records all your assets in once place 
  • Automatically calculates foreign exchange 
  • Provides up to date valuations 
  • Removes human error 
  • Saves you time
Download BrochureDownload PDFContact Us
alt
Time Taken
AM
Asset Management
BK
Bookkeeping
FO
Family Office
G
Governance
P
Payments
T/FX
Treasury FX

Contact Us

Contacts

Jersey

+44 (0) 1534 850410

1st Floor, 5 Britannia Place
St Helier, Jersey, JE2 3NP

Swansea

+44 (0) 1792 465270

2nd Floor, 10-11 Caer Street
Swansea, SA1 3PP

Sales

+44 (0) 1534 850412

Support

+44 (0) 1534 850411