Stonehage is a leading independent multi-disciplinary Family Office offering wealth management and advisory services to an international clientele. Stonehageâs advisory services include legal and structuring, investment, taxation, property, art and philanthropy amongst others.
Stonehage has a global reach with eleven offices in six countries. Their current development strategy includes plans to expand their operation in several key jurisdictions including Asia.
enVisual replaces Stonehageâs prior administration system, (âSeries 4â), significantly improving productivity by automating many business processes and providing improved access to key client data.
enSynergy will implement the enVisual integrated party-based CRM system complete with integrated BPM workflow and EDM document management, Trust and Company Administration / Accounting, ERP, Practice Management and Enterprise Billing, Fund Administration, as well as its enQ Web Portal Product.
âWe are very pleased to be working with enSynergy. They clearly understand our business and our vision for the future. We are already impressed with their level of responsiveness, flexibility and willingness to adapt systems to our precise needs. This was a major factor in our selection of enSynergy. We are looking forward to the enVisual implementation as well as our partnership with enSynergyâ, said Ari Tatos, Chief Operating Officer.
The implementation will also include the provision of an interface with Stonehageâs key counterparties. âWe are very excited at the opportunity of working with Stonehage. Their future vision is very impressive and will ensure their competitive edge and success in the Wealth Management and Family Office industry. We are delighted to have the opportunity to be part of that futureâ, said Brett Hall, Director of enSynergy Professional Services.