Your family office isn’t generic.
Your software shouldn’t be either.

You're still asking your banker for last quarter's number, then waiting three days to get it.

For principals who want direct oversight without building a back office.

• Consolidated view across banks, custodians and private assets
• Mobile-first access for the principal and trusted advisors
• Lightweight permissions for a small inner circle

Personal trades sit in the same GL as the operating business, and the auditors keep flagging it.

For finance teams running family wealth alongside the operating company.

• Separate entities and reporting from the trading business
• Role-based access for CFO, controllers and family members
• Audit-ready trail for related-party transactions

Six weeks of every quarter spent assembling reports that are stale before they land.

For dedicated SFOs serving one family across entities and generations.

• Entity, trust and SPV structures modelled end-to-end
• Workflows for investments, accounting and document control
• Per-branch and per-generation reporting views

Onboarding a new family takes a quarter, and each one ends up on a slightly different spreadsheet.

For MFOs delivering institutional-grade service across many client families.

• Strict data segregation between client families
• Branded client portals and reports with your logo
• Scale onboarding without scaling headcount linearly

You built the business. You shouldn't need an MBA to know what you're worth.

A confident, single-screen view of the whole estate.

• Plain-language net worth and liquidity
• Mobile access with biometric login
• Direct line to advisors via secure messaging

You're either kept in the dark or handed the whole estate at once.

Engaging, educational access to their share of wealth.

• Scoped views for trusts and personal entities
• Visuals built for learning, not just reporting
• Permissions that grow with responsibility

You inherited four tools, three databases and a controller's tribal knowledge.

The operating system for running the office day-to-day.

• Investment pipeline, approvals and IC packs
• Workflow assignment and SLA tracking
• Performance, exposure and risk dashboards

Year-end is six weeks of reconciliation and a quiet prayer that the gains tie.

Numbers that tie out, with the audit trail to prove it.

• Multi-entity GL with tranche-level book cost
• Reconciliation against custodian feeds
• Export packs for auditors and tax advisors

Your advisers wait three days for a source document, then ask for the next one.

Scoped, read-only access for trusted advisers, with a full audit trail.

• Granular entity, account and document permissions
• Pre-built tax, audit and legal packs
• Time-bound access with per-user audit log

You open five tabs to compare three client families and lose track of which one you're in.

A dedicated landing for multi-family teams: every administered family on one screen, with one-click context switching into any family's wealth map.

• Cross-family client list, sortable by name, owners or assets
• Gain/loss and Bold BI reports scoped to your book
• Plaid, SaltEdge, Akoya and Acsiss connections in one workflow