Every feature you need for the modern family office
Purpose-built software to automate data aggregation, manage assets, deliver customised reports, and keep your family office running smoothly.
Schedule DemoData Aggregation
Smarter decisions with timely insights
- Automatically aggregate data from banks, custodians and alternatives
- Cleanse, map and standardise into a unified format
- Eliminate spreadsheets and manual reconciliation
Performance Monitoring
Make smarter decisions with real-time insights
- Unified portfolio view with daily automated updates
- Time-weighted returns and IRR calculations
- Live dashboards and instant PDF reports
Accounting
Gain clarity on income, costs, and gains
- Track gains, income, and capital activity at asset level
- Monitor gains, fees, and withholding tax
- Tranche-level book cost accounting for accurate tracking
Private Assets
A complete view of your private assets
- Track valuations and transactions with structured data
- Record commitments, invested capital, capital calls, and distributions
- Group assets by type, entity, manager, or strategy
Documents
Secure, connected document storage
- Find documents easily with direct links to assets
- Use secure upload links to collect files from stakeholders
- Stay organised with tags by asset type, structure, and purpose
Workflow
Everything you need to stay organised
- Control access with permissions down to the asset level
- Record key details on assets so everyone sees the same info
- Assign tasks and track progress across your team
Mobile
Access your portfolio on the go
- Track performance, accounts, and documents from your phone
- Give next-gens access to clear, engaging wealth info
- Stay secure with two-factor login
ISO 27001 Certified
GDPR Compliant