• Family Offices

    We Aim To Help Family Offices To Perform Centralized Management Or Oversight Of Investments With Our BPV Tool. With Transparent And Up-To Date Information For Safe Investment Decisions.

Key Problems With Family Offices Interest
 

RISK

Unable to identify or measure risks associated with their client’s investments.

TIMING

Managing many portfolios with different preferences to comply with, requires to master and identify the best time for the right purchase.

PRICE

Not identifying transparent, unbiased pricing makes the investment decision process risky and complicated.

How PFITR Helps
Family Office's Investment Risks
 

PFITR

PFITR provides family offices the information that they need to make optimal investment purchases. With proprietary, licensed data from strategic partners, including Moody’s, Interactive Data Corporation, CUSIP, and Standard & Poor’s, which are packaged into a user-friendly software interface, PFITR puts internal controls in one place so that anyone can make more informed decisions along with Market transparency.

For a limited time, PFITR is offering Public fiduciaries a one-week trial of our Bond Price Validation Technology for free. You’ll be able to make better investment purchases and save significant taxpayer’s dollars with unmatched market transparency from Bond Price Validation.

Solution For
Family Offices bodies
 

By Not having transparent and unbiased data along with little knowledge on investment decisions, PFITR want to become a useful tool and coach for family offices, who should only focus on taking care of their client’s wealth. With the PFITRs Bond validation tool, one can better manage their portfolios by its easy to use technology that lets family offices be aware of the market information and know the pricing of investments before purchasing them.

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Satisfied Customers

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