Development of Family Office Intelligence Portal

This case study outlines the collaboration between Digiterre and Juniper Place to develop an advanced intelligence platform for alternative asset managers. The project aimed to enhance the existing platform by adding a family office investor segment and a client-specific administration panel. Digiterre utilized advanced software and data engineering capabilities to update the platform, enabling features such as data dimension permissions based on investor location, segment, and alternative asset class. The Agile approach facilitated continuous iteration and prioritization of tasks, ensuring that the project met the specific needs of Juniper Place's clients. The resulting platform rigorously maps 12,000 active alternative investors globally, including over 2,000 family offices, and provides detailed profiles to help asset managers understand their clients' needs. The platform's unique interface is designed to be visually appealing while maintaining a high level of granularity and targeting precision. This development is positioned to empower clients with a more efficient process and greater impact in the alternative investment community.