Eleven Financial
Eleven Financial seamlessly integrates and securely tracks banking and investment accounts, private investments, real estate, and other illiquid assets, along with back-office accounting systems, to provide a secure, comprehensive financial overview.
Additionally, we offer financial reconciliation services, delivering precise and detailed reporting for families requiring account balance verification.
“Getting a financial report from my advisor once a month wasn’t frequent enough for me to make important decisions. Moreover, the reports didn’t include a complete picture of all of my assets, including real estate and alternative investments.
Now with Eleven Financial, all of the summaries, visualizations, drill-downs, and real-time reporting are available, and in my pocket.”
Chad Pike, Founder of Eleven Systems
Eleven Financial provides a real-time, accurate representation of your complete financial picture. It also allows you to drill down to each underlying investment to access every detail about that asset.
Eleven Financial Empowers You To Better Manage:
Dashboard: The consolidated net worth dashboard provides a complete, customizable view of a customer’s net worth across financial accounts, equities, fixed income, real estate, illiquid assets, and private investments.
Investments: Investment Manager is a private investment tool that organizes and tracks both limited and general partnership investments including Private Equity, Growth Equity, Venture Capital, Real Estate, Loans Receivable and more.
Accounts: Automatic data feeds pull balances and transactions from connected bank and investment accounts.
Properties: Your property’s value along with associated assets such as vehicles, art and other valuables are tracked for insurance purposes and roll up to your balance sheet.
Budgets: A cash flow and budgeting tool that integrates to most back office financial accounting systems provides clients with a rolled up summary of their cash flow and how they are tracking towards an established budget.
“We needed a better way to keep our principal up to date on his net worth and key movers across alternative investments, bank accounts, entities, properties, and over 20,000 assets. With Eleven Financial integrated into our accounting system, our principal receives real-time updates and drill-downs that eliminate time-consuming and inefficient ad-hoc requests, questions, and surprise phone calls. The Net Worth Movers widget on the financial dashboard provides him with real-time visibility into what’s affecting his net worth over a chosen period of time.”
Jason Strubhar, SVP of Finance & Administration, Eleven Capital Management
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