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Family Office Dashboards: What Every Wealth Owner Needs—And Why They Matter
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Wealth owners today expect instant access to insights about their financial holdings. Whether it’s a real-time portfolio update or a deep dive into investment structures, they want to find the answers at their fingertips, usually on their smartphones, and without combing through spreadsheets.
Yet meeting these expectations isn’t always simple for family offices or wealth managers. The complexity of diversified investment vehicles, alternative assets, and intricate ownership structures makes delivering seamless, on-demand visibility challenging. Family offices increasingly rely on next-generation technology to maintain trust and provide the level of service modern wealth owners demand.
These powerful wealth tech solutions aggregate and ingest all asset types, from liquid investments to complex alternatives including real estate, private equity holdings, passion assets and more and transform this wealth data into interactive, easy-to-navigate dashboards.
By using modern technology, family offices can simplify complexity, enhance transparency, and empower clients with the insights they need—whenever they need them.
Key Takeaways
The Global Wealth Map dashboard visualizes all assets and ownership structures, simplifying complex portfolios.
The Portfolio Overview dashboard provides real-time insights into allocations and performance for better investment decisions.
The Manager Performance dashboard tracks and compares money managers to optimize returns and reduce risk.
The Cash Flow Forecast dashboard projects liquidity needs, helping family offices plan and seize opportunities.
How Family Offices Can Meet the Information Expectations of Wealth Owners
Below, we highlight five essential WealthTech dashboards designed to streamline the heavy lifting for family office professionals, wealth managers, and investment advisors alike. These customizable dashboards allow family offices team members to see an entire portfolio of assets, supporting cash flow projections, performance reporting, rebalancing, reconciliation, investment decision-making, estate planning, compliance and more.
1. Interactive Wealth Map
In a modern wealth management platform, providing wealth owners with a single source of truth for all their assets is invaluable. In addition to liquid assets, their portfolios often include alternative investments, such as private equity, LPs, private credit, real estate and collectibles. By visualizing the hierarchy and ownership interests of these assets in a single view, such as with Masttro’s Global Wealth Map, wealth owners gain an easy-to-understand picture of their entire portfolio.
Why It Matters:
A traditional balance sheet fails to capture the full breadth and complexity of a modern wealth owner’s holdings. Many wealthy families structure their whole and partially-owned assets across multiple entities, including trusts, joint ventures, and other investment vehicles. Making sense of this within separate spreadsheets is inefficient.
The most effective way to provide a clear and simple view of these assets is through a visual map—one that displays all entities within the portfolio and illustrates their connections.
Key Capability:
An interactive wealth map reflects every asset—from real estate and collectibles to loans and more—displaying both value and ownership percentages on an interactive map. Users can click to zoom in on any specific holding or asset class and easily navigate to alternative views for deeper insights.
Key Elements:
- A visual ‘tree’ that maps all assets, and is linked to each holding.
- Reflects all asset types (real estate, collectibles, private investments, crypto, etc.).
- Shows value and ownership percentage of each asset.
Key Questions Answered:
- What’s the big picture of all my assets, across every structure?
- If I want to make an investment or gift, what assets are available?
- What is my ownership percentage of certain assets?
- What is the wealth allocation across my family members and trusts?
2. Portfolio Overview
Whether you’re a single or multi-family office, an investment portfolio overview is the cornerstone of family office software. If you’re juggling liquid and illiquid assets across multiple custodians and in numerous currencies, the ability to do thorough portfolio analysis in a single, accessible source is crucial.
Why It Matters:
Families want on-demand access to every aspect of their complex portfolio, including cash balances, alternative investments, and standard securities. By using AI to automate document management and extract investment data, and by aggregating data from private wealth management firms, asset managers, and global banks, a powerful wealth management platform like Masttro can eliminate manual processes and the reliance on spreadsheets to provide a single, accurate portfolio overview.
Key Capability:
The portfolio overview dashboard consolidates the data of an entire wealth ecosystem so you can see performance trends, valuations, asset allocations, and investment decisions at a glance.
- Holdings categorized by asset class.
- Performance measured by internal rate of return (IRR).
- Benchmarks for comparison.
- Asset allocation distribution.
- Performance over time tracking.
Strategic Decision Making:
Rapidly evaluate which assets need rebalancing, how each segment contributes to overall returns, and whether your family office clients might pivot strategies.
Key Questions Answered:
- What am I invested in?
- How is my portfolio performing?
3. Performance by Money Manager
Many complex family offices rely on multiple investment managers for different asset classes—from private investments to public equities. Tracking the individual performance of each can feel like a puzzle, but the right report creation tools can solve this.
Why It Matters:
A well-designed manager performance dashboard helps your family office team see exactly which entities financial partners thrive and which may need a change in strategy. Think of it as client service meets real-time data — the family office dashboard that can display net IRR, time-weighted returns, and even ad-hoc report writing on fees or risk levels for each entity.
Key Capability:
User-friendly custom reporting capabilities are key. The blend of accounting data with investment analytics should ensure accurate reporting for useful insights and decision-making.
Key Elements:
- Overview of amount allocated to each manager.
- Performance graphs showing trends over time.
- Comparative performance of managers using custom benchmarks.
- Side-by-side IRR and time-weighted return (TWR) analysis.
Key Questions Answered:
- How are my money managers performing?
- Have I reduced risk by diversifying among managers?
Strategic Decision Making:
Use these insights to consolidate relationships with top performers or terminate underperforming mandates, improving overall value for individual wealth owners.
4. Cash Flow Forecast
Between private banks calling in lines of credit, private assets requiring capital calls, and fluid distributions for day-to-day operations, family offices need clarity on their cash balances at all times in order to plan and prepare cash flow needs.
Why It Matters:
On-demand reporting of near-term inflows and outflows helps your family office facilitate accurate real-time cash flow accounting, keeping you informed on where you stand with liquidity at all times and ensuring your family office team is able to take advantage of unique investment opportunities as they arise. This is also critical for broader family office service solutions that may need to tie into complicated trust or estate family governance models.
Key Capability:
Tools that merge financial aggregation from multiple sources—private wealth systems, asset management portals, accounting firms, or advanced technologies—into one dynamic cash flow forecast.
Key Elements:
- Month-by-month projection of inflows and expenses.
- Net cash flow forecast for future months.
Key Questions Answered:
- How much cash will be available for future spending or investing?
- Do I need to free up cash to cover obligations?
- How can I see a visual representation of my expected cash balances over time?
Strategic Decision:
Knowing when you’ll have liquidity vs. when you need to raise capital is essential for family offices to plan distributions, safeguard investment performance, or seize timely opportunities.
5. Geographic Exposure
Today’s asset- and wealth professionals often spread portfolio management across multiple regions, each with its own level of geopolitical risk and market dynamics. This scenario is especially relevant for American family offices investing overseas or global families placing funds in the U.S.
Why It Matters:
By highlighting holdings on a world map, a geographic exposure dashboard allows family office professionals to easily see the full global picture of their assets, and to quickly spot disproportionate concentrations in certain locales or discover where they should diversify liquid and/or illiquid assets (everything from direct real estate deals to venture capital and other alternative investments).
Key Elements:
- Investment allocation by region and country.
- A visual world map showing portfolio exposure.
Key Questions Answered:
- How geographically diversified is my portfolio?
- Should I adjust allocations due to global events?
Key Capability:
Advanced wealth reporting uses real-time data from global custodians, while Military-grade Security ensures no detail is compromised.
Strategic Decision:
Make quick, confident decisions on rebalancing exposures whenever a crisis hits one region, safeguarding the entire portfolio.
Family Office Dashboard Reference Guide
This table links important questions from a family office manager’s perspective with the dashboards that answer them. It highlights key features and their impact, helping you quickly evaluate your current strategy. Use it to improve reporting, make better decisions, and manage your portfolio more efficiently.
Bringing It All Together
Family offices and private wealth management firms are increasingly adopting modern, cloud-based software solutions to replace legacy systems. The goal is clear: improving client experiences and efficiently managing complex and vast portfolios by presenting all wealth data in visually-oriented dashboards. Technology that provides comprehensive data aggregation and easy-to-use dashboards and reporting capabilities will be a far more intuitive and user-friendly platform for family offices and wealth owners to manage their estate.
Why It’s Critical
By leveraging these five dashboards, family office teams can maintain a single source of truth, fostering a more efficient relationship between all stakeholders. They can also enhance client service and provide real-time clarity, while safeguarding sensitive data at all times.
Delivering the Information Wealth Owners Expect
Wealth owners expect immediate answers to their financial questions—just as they can track real-time deliveries in other industries. For family offices and wealth managers, on-demand, interactive dashboards are now an essential tool rather than a luxury.
Masttro provides a modern, powerful wealth technology platform, capable of handling any asset class with real-time, intuitive dashboards that are easily accessible via secure website or tablet and mobile applications. If your office is ready to embrace a more advanced, seamless technology solution, speak to us and book a demo to find out more.
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