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Family Office Portal

ATS will design and build an exclusive, customized, private Family Office Portal accessible from anywhere in the world. Your software applications, filed documents, financial reports, and custom interface is consistent from the office, the home, the vacation home, and everywhere else in between. From accounting software to genealogy.

We provide a "workspace envelope" for financial reporting, paper e-filing, collaboration, and even signing of documents. Internalize the distribution of financial, tax and foundation information. Never send or deal with filing a critical family doc using email again!

  • Hand Shake Icon for Concierge Service and Support - 24/7/365 Concierge Service and Support - 24/7/365
  • Monitor Icon Custom for Family Desktop Design Custom Family Desktop Design
  • Storage Icon for Unlimited Storage and Digitized Filing Unlimited Storage & Digitized Filing
  •  Globe Icon for Worldwide Vault Access Worldwide Vault Access

Next-Gen Security & Capability

Your Family Office Portal is layered with security features unmatched by your local legacy systems. Powerful firewalls, robust backup systems, and proactive monitoring all serve to envelop your sensitive data. This is your PRIVATE data center, not a public cloud.

Additional capabilities such as multi-factor authentication, private family email, remote wipe of lost and stolen devices -- are easily layered in. Our concierge design team is available to create your Private Family Office just the way your family wants it.

Client Testimonials


"ATS crafted an effective Cloud hosting environment for our flagship software application, Financial Navigator.

They listened to us and understood our needs. They recommended an appropriate data center system to keep us from making a costly mistake. They took care of security, backup, monitoring, printing, and performance – the types of things our software developers don't do every day.

ATS worked with our customers to make sure we all got it right.

The result: a turn-key solution for us. We loved it."

Edward Van Deman, Founder
Financial Navigator, Inc.

Contact Us Today for a Free Quote