Technology Blueprint for Family Offices
Every family office is unique and the teams who work on them should have a fully configurable, unified technology platform to act as the central hub for knowledge management.
How technology impacts family office managementHaving all your teams’ emails, meeting notes, documentation etc. with broker(s), lender(s), sellers, attorneys, appraisers, and third-party consultants in a centralized place helps family office teams execute efficiently and ensures nothing falls through the cracks.
KnowledgeNet.ai organized by topicTrack conversations, files, and tasks to assets, investments, deals, people, companies—whatever makes sense for you.
KnowledgeNet.ai Hash Tags
Messages often contain multiple subjects and references, but with KnowledgeNet.ai you don’t need to copy, forward, or file messages to get them to the right places. KnowledgeNet.ai uses simple hash tags to save copies of an interaction in the records of each relevant topic. In KnowledgeNet.ai, anything can become a hash tag. You can tag individuals, businesses, properties, funds, trusts…anything where it would be useful to preserve a history of interactions and documentation.
KnowledgeNet.ai Tagging Prompts
Busy people might forget to tag something, so KnowledgeNet.ai offers tagging prompts. When you type a new post or bring a message over from email, KnowledgeNet.ai is smart enough to recognize good candidates for hash tagging and nudge you to tag them.
KnowledgeNet.ai Relationship Intelligence
KnowledgeNet.ai surfaces internal and external sources of information from across your entire organization whenever you create a new post, so there is no need to consult multiple applications or individuals to get a handle on recent activity
KnowledgeNet.ai Outlook Add-In
The KnowledgeNet.ai Outlook Add-In is a key feature of the platform that enables our clients to maximize their knowledge management. The KnowledgeNet.ai Outlook Add-In gives you the ability to bring information into KnowledgeNet.ai directly from email and to benefit from KnowledgeNet.ai’s relationship intelligence in both mediums.