Save Time, Make More Informed Decisions, Achieve Better Outcomes
Impactly is a software platform that helps securely consolidate the multiple activities of your family office in one place. This creates efficiencies for the staff, clearer insight for family members across the org, and facilitates better resource deployment and management.
As a fully supported secure platform, Impactly streamlines operations and facilitates unprecedented and discreet collaboration among peers and trusted 3rd parties to foster syndication, engagement, and outcomes.
of investment and grant-making workflows.
and discreetly share projects, companies, or portfolios with peers, encouraging co-funding and syndication.
measuring performance, impact metrics, cash flow projections and adjustments.
for any level of complexity or use case, with accessibility via any device.
of both manual and automated data feeds.
based on specific roles (staff, family members, advisors).
with encrypted, two-stage authentication.
with white-glove setup, issue escalation, and new feature updates.