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| Kingsley Business Service
Family Wealth
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- Family asset management for high net worth individuals
- Full register and check writing abilities
- Brokerage, asset, and liability account tracking
- Contact database linked to private investments
- Sharing of investment specific information across client entities
- Wide variety of consolidated reporting
- Client batch reporting with generation of printed reports or PDF files
- Client Web site generation and upload to host
- Stored document database with advanced search capabilities
- Automatic creation of scheduled transactions
- Automatic import of transaction data from external sources
- Advanced security transaction search
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