Collection management

Case study by Expersoft

A Family Office owner, who is a passionate collector, was looking for a solution to digitize all his collections (art, jewellery, cars & wine). The collectibles were spread across five countries and available informa-tion (photos, contracts) where stored in 27 A4 hard copy folders.

The principal decided to become a client of our Family Office platform AM-One, where a dedicated asset clas-sification structure has been set up for collectibles, including subcategories for art, jewellery, cars and wine). All collectible items where imported into the system and related documents have been stored in the internal document management system.

The client has now an electronic inventory of his collections which he can access globally through the internet. He can also export collection lists and share them with his insurance broker to get an annual insurance premium quote.

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