Enterprise-Wide, Workflow Solution
With uncompromising back-office functionality, powerful deal flow, integrated contact relationship management (CRM), asset management, and fund administration, ONW represents a one-stop solution for your entire enterprise. ONW manages entities with single-click access to all information regarding any legal entity, asset, fund, family-member detail, or prospective investment opportunity.
User-Defined Experience
Your assets, funds, investors, prospective investments, transactions, documents, and powerful reporting are all online via a thin client-browser that scales for each specific role within your organization. Your home page operates as a central dashboard with instant access to your family office operation's nerve center. The role orientation, and the relationship of those roles to business views, creates a unique perspective for the user logging in. Administrators can have access to every legal entity's contacts; investment professionals can have access to opportunity dashboards; and back-office personnel can have access to transactions. Levels of access are flexible and defined by your business model.
Navigation and Ease of Use
ONW is extremely easy to use, with a user experience similar to browsing the web. The left-hand navigation tool consistently presents options that are applicable to the context at hand. Favorites and folders are available from the user's home page, providing fast access to desired information. The powerful search capability includes full text search of notes or documents. ONW scales to meet your requirements using your defined incremental attributes at various levels throughout the system.
