Family Offices

We realize the complication in managing a multi-family back office. Formidium’ s edge is Seamless MFO Software, our proprietary state-of-the-art web-based software, which simplifies your back office. With competency across all asset classes, including digital assets, allow Formidium to let you focus on what matters the most - your clients. Use CommonSubDoc, our cutting-edge, web-based e-signature onboarding platform, to manage your relationships and capital activity. Why Formidium? Because cutting-edge technology and high-touch client service is the core of everything we do.

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Solutions for Family Offices

Proprietary Technology

We offer a combination of both technology and service model covering a full suite of services for your business which includes but not limited to financial and investment performance reporting, financial administration, bookkeeping, reporting, reconciliation, money movement, tax support and general accounting all in one place. We work as a partner and help in managing the complexities of your individual or family office and ensure to meeting your business needs and be on top of complicated and changing laws & regulations.

CommonSubDocTM is a web-based investor onboarding platform designed to help manage your investor relationships and simplify the investment process. CSD solves the challenges of managing investor activity through its comprehensive online platform.

How Seamless MFO Can Help

We solve your back-office challenges with a complete web-based general ledger investment accounting system

We Solve Your Investment Backoffice

Onboarding

Progressive Technology

Web technology with robust I/O
framework

Relationships

Domain Expertise

Over 2 million hours spent on
research & development

SOC1/SOC2/SOC3 Audits

Mass Adopted

Successful use cases with 500 active
funds in digital assets

Strategies

Scalable Solution

Scalable technology solution handles
large volume of data

Exchanges

Easy Integration

Flexible integration with
external sources/systems

Transfer Agent

Global Support

Dedicated IT help &
support from product team

 AML/KYC

Client Servicing

Committed client service team
in multiple time zones

SOC1/SOC2/SOC3 Audits

Audited

Comprehensive cyber security controls
& SOC 1, 2, & 3 audited

Competitive Pricing

White-labeling

Interactive GUI & white labeled
branding