A modular platform for family offices, HNWIs, and special-situations investors. Connect custody, visualize risk, and automate reporting with bank-grade controls.
Trusted by operators in:
Pick only what you need. Everything is API-first and permissioned.
Connect brokers/custodians, consolidate positions, and monitor risk in real time.
Multi-currency cash laddering, sweep rules, and instant statements.
KYC/AML workflows, approvals, roles & audit logs for peace of mind.
Rules-based rebalancing, alerting, and scheduled reporting.
Surface special situations, diligence trackers, and capital calls.
Write, publish, and share LP letters and dashboards securely.
What the operating system for modern wealth looks like.
Tailored flows for how you operate today.
How a family office unified equities, private credit, and real estate into a single view and cut reporting time by 72%.
Simple tiers. Usage-based add-ons for data and integrations.
per month
per month
contact sales
Research, market notes, and special-situations briefs.
How Latin American family offices are diversifying beyond traditional real estate into credit and digital assets.
Market analysis and due diligence frameworks for special situations investors in the current cycle.
Best practices for institutional-grade custody, reporting, and risk management in digital asset portfolios.
Tell us about your current setup and the outcomes you want.