
SAYANO Family Office AG Evaluation of an Asset Management Solution for SAYANO
SAYANO Family Office AG (SAYANO), based in Wollerau, is an independent, owner-managed Swiss single family office. Founded in 2017, SAYANO consists of an interdisciplinary team of experts in real estate and finance. In addition to traditional wealth management, SAYANO focuses on opportunities in private equity, real estate and fintech across sectors and borders.
Metagon supported us with a well-thought-out concept that not only helped optimise our system, but also enabled us to comprehensively digitalise our processes.
Challenge
Following the sale of a business unit, SAYANO decided to realign its organisation. The goal was to establish an independent infrastructure, including a new location and its own system platform for managing a wide range of assets. Metagon was commissioned to support SAYANO in the evaluation and implementation of a suitable solution.
Solution
The evaluation of a system platform for managing various asset classes was conducted through a structured process. Metagon supported SAYANO from requirements definition to the selection of the optimal provider. In the first phase, business and technical requirements were defined and documented in a Request for Proposal (RFP). This was followed by a market analysis to identify and assess leading providers. The proposed solutions were reviewed against predefined criteria and evaluated through an assessment. The top three providers were invited to present their systems, which were tested in a Proof of Concept (PoC). Ultimately, the contract was awarded to the provider whose solution best met SAYANO’s functional and economic requirements.
Results
The new asset management system enables SAYANO to manage all assets efficiently. Workflows have been optimised, processes digitalised, and master data is now captured in a standardised way. The solution is based on modular standard components that are continuously developed by the provider.
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