Digital Investment Administration

Kyria Services offers a one-stop digital investment platform that combines automated financial, business management activities and family office wealth management for a comprehensive, accurate, and fast wealth overview – a full-scale investment administration that includes both financial and non-financial assets.

Our Digital Investment tools take control of data and allow family offices to make informed investment decisions, assisting you in achieving your dual goals of private and corporate wealth preservation and growth. Through complete data aggregation, computation, and consolidation – across banks, custodians, and currencies – our platform and infrastructure is the ultimate wealth advisor family offices to further expand assets while providing wealth transparency and accuracy.

What benefits will an investment firm receive from an independent digital investing solution?

A foundation of stability:

  • A service and institutional solution.
  • The market’s best backbone – several due diligences completed by various well-known advising companies.
  • Accounting is done automatically (if specified). This eventually leads to fewer errors and greater efficiency. Even manual accounting is handled flawlessly.
  • A proper integration of the platform in Web and App, Reporting, and Investment Accounting.
  • Reduce operational risks – think of our digital investment platform as a service-minded machine that stays running even when you’re on vacation, sick, or individuals in the organization leave.
  • A strong compliance service function
  • There are no IT issues, new versions, or technological changes – own IT development. Top security on IT.

A platform for private and corporate wealth growth management with multiple banking, multiple managers, multiple currencies, many languages, and several jurisdictions.

  • Management includes all asset classes:
  • Securities
  • Private Equity
  • Real Estate
  • Direct Investment
  • Collections
  • Derivatives
  • Possibilities
  • Newest asset classes
  • Newest compliance
  • Newest risk calculations

With our platform, you will be able to concentrate on the primary business activities!

Our Digital Investment tools take control of data and allow family offices to make informed investment decisions, assisting you in achieving your dual goals of private and corporate wealth preservation and growth. Through complete data aggregation, computation, and consolidation – across banks, custodians, and currencies – our platform and infrastructure is the ultimate wealth advisor family offices to further expand assets while providing wealth transparency and accuracy.

At Kyria Services you can find a complete personal and business investment administration and reporting solution which provides simplicity, efficiency, and accuracy.

  • Investment Reporting
  • Private banking
  • Standard and customized reports
  • Online portfolio overview (online & app)
  • Performance measurement
  • Regulatory compliance management
  • Risk and stress testing
  • Cash flow projections
  • Fund transparency management
  • Financial planning
  • Investment cost analysis

Enjoy creative technologies that improve your business banking and make international transactions easier through our Digital Investment Accounting Services:

  • Fully outsourced Back-Office
  • Manual and automatic transaction registration
  • Full reconciliation to custodians
  • Controls and reviews
  • Complete record of book-keeping and Accounting
  • Ready to book general ledger
  • Detailed specifications
  • All asset classifications

An exceptional team of IT experts with extensive know-how and daily support:

  • Hosting and data storage of secure systems
  • High-level IT security in accordance with banking regulations
  • Ongoing system maintenance
  • Data warehouse and data loading Auditors Assurance Reports on IT Development and Integration
  • ISAE 3402, type 2
  • Fee, implementation

Explore and take advantage of our tailor-made solutions that will help you simplify the complexities of your financial affairs.