Inovis Fibonacci

Operational Infrastructure for modern single or multi Family Offices

Turn Complexity into Control. Running a family office today means managing complexity across multiple banks, private funds, direct investments, currencies and reporting formats. Inovis Fibonacci centralizes and structures all investment data into one secure, institutional-grade platform.

Comprehensive Investor/Investment Lifecycle Management

  • Lead-to-investor conversion tracking
  • Fully digital onboarding with document collection and secure signing
  • Portfolio imports from banks, custodians and fund administrators Structured lifecycle monitoring for all investments

Total Portfolio Visibility

  • NAV, liquidity and cash flow tracking
  • Allocation by strategy, geography, currency and institution
  • Yield and distribution monitoring
  • Portfolio concentration analysis
  • Data quality diagnostics

Seamless Data Integration

Fibonacci connects to virtually any data source including banks, investment houses, fund administrators. We support APIs, xlsx, csv, xml, json and even scanned PDF extraction.

Institutional-Grade Reporting

  • Fully branded quarterly investor statements
  • Liquidity and allocation summaries
  • Performance by strategy or geography
  • Commission tracking and reconciliation

Built-In Business Intelligence

Beyond reporting, Fibonacci provides advanced analytics including portfolio diagnostics, yield tracking, exposure monitoring and performance attribution.

Operational Efficiency & Automation

  • Task automation, task management and workflow automation
  • Recurring activity reminders
  • Full audit trail and activity logs

Targeted Investor Communication

Segment investors by institution, allocation or language. Utilize integrated emailing tools with full communication logs.

Why Family Offices Choose Fibonacci

  • Centralized portfolio intelligence
  • Reduced operational friction
  • Fully customizable reporting and accurate calculation of yields
  • Secure architecture
  • Designed for complex multi-asset environments
If you manage capital like an institution, your software infrastructure should reflect it!