See what others miss. Bring both traditional and private investments into focus, empowering decisions that build generational trust.
Seamless Aggregation
Connect all financial data sources into one unified platform. Eliminate data silos between traditional and private investments, creating a single source of truth across your entire portfolio.
Visualize complex wealth structures with unprecedented precision. Understand relationships between assets, entities, and individuals to identify optimization opportunities others miss.
Generate personalized, polished client presentations in minutes, not hours. Strengthen trust through a client-facing portal that simplifies communication and access.
We didn't just imagine a better way to manage wealth — we built it.
Through our work with family offices and wealth advisors, we have felt the frustration caused by fragmented data and missed opportunities.
That's why we created a platform that brings clarity to complex portfolios—unifying traditional and private investments in one seamless experience.
When you have true visibility, you don't just manage wealth. You create legacies.
Who We Serve
OUR PRODUCT
Get ahead of the game.
We're transforming how you serve your ultra-high net worth clients, empowering you to deliver insights that others miss and build relationships that span generations.
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Consolidate
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Analyze & Interpret
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Fast Track Action
Consolidate
Easily integrate data from all assets and liabilities, no matter the source.
Track every investment class
Manage alternative investments, such as private equity, venture, real estate and real assets.
Eliminate data silos
Exchange data with any source — custodian feeds, accounting books of record, investment books of record, client books of record, and CRMs.
Streamline documents
Manage documents and easily tag to individual assets.
Analyze & Interpret
Get to greater depth of insights with less effort.
Complex data, crystal clear visuals
Transform complex financial data into intuitive visualizations that reveal hidden patterns and opportunities.
Portfolio analysis and segmentation tools
Break down complex investment strategies into clear, meaningful segments that highlight performance, risk, and diversification effectiveness across the portfolio.
Connected investment ecosystem
Seamlessly navigate between accounts, holdings and associated documents.
Holistic family wealth visibility
Map assets across complex family structures to better understand the relationship between assets, people and entities.
Fast Track Action
Execute with flexibility and speed.
Bespoke client reporting
Present complex portfolio information through tailored reports that speak directly to your clients' specific concerns, helping them make more confident decisions about their financial future.
Automate processes with customizable workflows
Transform time-consuming manual processes into intelligent, automated workflows tailored precisely to your firm's unique operational requirements and client service model.
Frictionless data sync
Create a single source of truth by securely connecting to your CRM, client book of record, accounting book of record and investment book of record.
Tailored stakeholder permissions
Maintain complete control over sensitive financial data and documents while seamlessly sharing relevant data with lawyers, accountants, and other external advisors through intelligent, permissions-based access management.