Simplify the Complexities of Family Office Management

Introducing Inovis Fibonacci: The Secure CRM designed to reduce your work burden. Track your customers investments, stream line ongoing activities, data analysis and generate customers periodic accurate dream reports, customized to your liking by a click on a button.

Comprehensive Investor/Investment Lifecycle Management

  • Lead Conversion: From lead generation through the marketing funnel to final conversion, Fibonacci offers complete functionality for multi-family companies.
  • Streamlined Onboarding: Experience hassle-free onboarding with document collection, interfaces to import the customers existing investment portfolio and “No Touch" digital document signing.
  • Performance Insights: Gain a clear view of investments performance, by Investment categories, allocations, investment institutions, investor groups, individual investors and investments.
  • Task Management: Efficiently manage ongoing tasks and task automation Mailing campaigns: Generate segmented mailing groups for opportunities and marketing updates.
  • Business Intelligence & Reporting: Utilize our built-in BI solution to analyze portfolios: nav, liquidity, yields, distributions by allocations, currency, geography, investment institutions, profits and data quality.

Data Import Interfaces

  • Seamless Integration: We can connect to any type of data source to upload investment institution reports including: banks, investing houses, administrators of funds, financial web sites and others. We upload data in all formats: api, xlsx, xml, json, pdf (we scan pdf documents and extract their data).
  • Existing interfaces: enjoy an abundance of existing upload interfaces.

Advanced Customisable Reporting Capabilities

  • Create customizable reports: We can create for you all of the reports you have ever dreamed about adjusted to fit your needs, color palette and logo.
  • Useful Report Examples:
    • Investor periodic reports, nav, liquidity, yields, profits, data quality, distributions by allocations, currency, geography, investment institutions;
    • Commission report to distribute commissions between agents or to compare commission paid by investment institutions compared to commission agreements.
    • A built in BI solution to analyze business activities.

Efficient Task Management

Create customizable reports, including:

  • Manual task creation and task automation: Gain complete visibility and control over ongoing activities through a dedicated task management platform, enhanced by intelligent automation for recurring processes.

Custom Digital Document Signing

  • Customizable Signing Process: Deliver a branded, customizable digital signing experience including data extraction from signed documents and automated population to CRM, enabling subsequent documents to be generated instantly—accelerating and simplifying the entire signing process.

Engage Investors with Targeted Communication

  • Segmented Email Campaigns: Communicate effectively with investors through targeted email campaigns segmented by investor groups, investor, funds, distributors, agents, and preferred languages;
  • Emailing Tools: Utilize our email editor and mass mail distribution solution to streamline communication and maintain logs of all correspondence.

Commission Agreements

  • Configure commission agreements: Configure commission distribution agreements.
  • Commission Distribution Reports: Distribute commissions between agents.
  • Commission Comparison reports: Compare actual commission received to the commissions to be received based on the commission agreements.
Ready to transform your family office management? Contact us today to learn how Inovis FMS can enhance your operational efficiency and investor relationships!