Solutions | Family Offices

The family's wealth,
in one view.

Positions across custodians, meeting briefs and family reports, prepared by agents from your PMS and documents. Your team reviews and releases.

Reports the family actually reads

Consolidated reports and letters built from live positions in your own templates. Every figure keeps its source.

Agents read passports, register extracts and trust deeds and fill the forms for each person and entity. Every value shows the document it came from.

Cash across custodians, upcoming maturities and open tasks on one screen, with the next step proposed. Nothing goes out without your approval.

“After the initial setup, it collects the data I used to gather manually from several sources. That alone saves me a great deal of time.”

Portfolio Manager

Independent asset manager, 120 clients

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Answers as live widgets, with the next step proposed.

Reports from your own data, ready for review.

Anonymize documents locally before using any AI.

Less noise. More judgment.