Family Office Portfolio Management Transformation with NeoXam Density
A leading European single-family office managing over €100bn in assets under management selected NeoXam Density as its portfolio management solution.
The objective was to replace a legacy back-office system that no longer aligned with long-term investment ambitions and modernize portfolio management across a multi-asset environment.
Family Office Portfolio Management in a Multi-Asset Structure
The organization operates across:
- Listed markets
- OTC instruments
- Private investments
Managing this level of diversification requires governance, transparency, and executive-level visibility. A portfolio management solution must support complex investment structures while delivering reporting tailored to senior leadership.
Where the Legacy Back-Office System Fell Short
The previous platform was primarily a back-office and treasury system. It was not built as a portfolio management solution.
Its limitations were structural:
- Restricted functional scope beyond treasury processes
- Limited support for diversified and private investment structures
- Inability to generate tailored executive portfolio insights
As portfolio complexity increased, these constraints became more pronounced.
Why Our Portfolio Management Solution Was Selected
NeoXam Density was selected based on:
- Proven expertise in financial markets and portfolio management
- Close collaboration with client teams and alignment with local requirements, including private hosting
- The ability to deliver highly customized executive reporting
The objective was to implement a portfolio management solution aligned with the organization’s investment structure.
Delivering Portfolio Management Coverage Across Asset Classes
Through the implementation of NeoXam Density, our portfolio management solution supports:
- Listed financial assets, including equities and fixed income
- Non-listed and OTC instruments
- Private assets with dedicated investment workflows
A web-based user interface replaced the legacy system, establishing a portfolio management solution aligned with the organization’s multi-asset strategy.
