CandorSys is flexible, intuitive and easy to use. We have made it as user-friendly as any public access website. There’s no need for any user manual! You choose how you want the information displayed and you only pay for what you need.
Secure web-based access to information 24/7:
- No need to go into the office
CandorSys produces the level of information clients want:
- For both holdings and transactions
- From summary overview to full detail
- In currency of your choice
Designed around a series of modules:
- Core module aggregates and reports on investments
- Reporting feature can be tailored to suit your needs
Additional modules available for:
- Family Office Web Portal
- Charitable Foundations
- Concierge services
- Personal accounts
- Non financial assets (Property portfolio, Art collection, etc.)
- Task management
- Cost management
Clients only pay for what they need.