Reference Kontora Family Office GmbH

As a multi-family office, Kontora's mission is to understand complex wealth and leverage that understanding for the benefit of its clients - providing strategic advice, investment sourcing and screening, monitoring and administration.

The success story at a glance

Requirements and goals

  • Controlling for sales activities
  • Mapping of previous data and project structures
  • Entering working times for clients and projects
  • Automatic notification of activities
  • Audit compliance
  • Authorization concept at object level
  • Telephony integration
  • Standardizing the work processes

Benefits and advantages

  • Rapid access via client files to all relevant projects and histories
  • Individual reports at the click of a mouse thanks to the integration of Crystal Reports
  • Processes are significantly streamlined
  • Invoices based on working hours are automatically created
  • Pre-configured procedures are used, for example, to link minutes of meetings with tasks, thereby automating the distribution to employees and clients
Read the full success story here Reference Report

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Marcus Bär
Member of the Executive Board
+49 721 9638 - 188