Your Wealth Picture Should Be Crystal Clear
End spreadsheet chaos and gain complete visibility across all entities. Cut consolidation time 80% with perfect accuracy
Watch 3-min Demo
Trusted by Leading Family Offices
Robert Chen
Managing Director,
Legacy Family Office
“Finally, a solution that understands the complexities of multi-generational wealth management. We’ve eliminated countless spreadsheets and have perfect visibility across all entities.”
How We Transform Portfolio Operations
Managing dozens of investment entities and structures shouldn’t require dozens of spreadsheets. Our platform brings all your investments onto a single dashboard – from direct holdings to partnerships to real estate. Watch consolidation time drop from weeks to minutes while gaining perfect visibility across your entire wealth structure.
Stop letting partnership allocations and investment tracking consume your team’s time. Our automated platform handles sophisticated fund accounting, partnership allocations, and performance calculations with precision. Your team can focus on strategic decisions instead of wrestling with complex calculations.
Running multiple entities for tax and estate planning shouldn’t mean endless reconciliations. Our system automatically manages inter-entity transactions, handles different ownership structures, and maintains clear audit trails. Transform entity management from a constant headache into a streamlined process.
Making long-term decisions requires clear visibility into current performance. Our real-time analytics provide instant insight into investment performance, risk exposure, and wealth transfer implications. Plan confidently for the next generation with complete visibility into your current position.
The Complexity You’re Managing Daily
- Multiple investment entities and structures
- Complex tax and estate planning requirements
- Manual consolidation across diverse investments
- Limited visibility into total wealth picture
- Time-consuming partnership accounting
- Multi-generational reporting demands
- Philanthropic entity management
Common Scenarios We Transform
Investment Structure Management
Overseeing complex ownership structures and investment entities traditionally means juggling multiple systems and endless reconciliations. Our unified platform automatically handles entity relationships, ownership allocations, and consolidated reporting. Get instant visibility across your entire wealth structure while maintaining perfect accuracy.
Tax and Estate Planning
Coordinating tax efficiency and estate planning across multiple entities demands sophisticated tracking and reporting. Our platform maintains clear audit trails, automates distribution calculations, and provides comprehensive reporting for tax planning. Make confident decisions with complete information at your fingertips.
Philanthropic Management
Managing charitable entities alongside investment structures adds layers of complexity to reporting and compliance. Our system seamlessly integrates foundation management, grant tracking, and regulatory reporting. Maintain perfect compliance while maximizing philanthropic impact.
Performance Analytics
Tracking investment performance across diverse assets and entities requires sophisticated analytics. Our platform provides instant insight into performance by asset class, entity, or any custom dimension. Spot opportunities and manage risk with real-time visibility across your entire portfolio.
Operational Impact
- 75% faster monthly consolidation
- 90% reduction in manual processes
- 100% visibility across all entities
Real Results from Family Offices
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Liza Thompson
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Heike van der Westhuizen
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Sandra Peacock
“The automation of our sales process has been game-changing. We’re closing twice the deals with better accuracy and our team can focus on selling instead of admin work.”
Sarah Thompson
“The visual workflow builder changed everything. We’re running complex, multi-channel campaigns that practically manage themselves.”
David Chen
“The automation of our project accounting and resource management has been transformative. We have perfect visibility into profitability and our team can focus on client service.”
Sarah Chen
Ready to Simplify Your Operations?
No pressure, no sales pitch – just an honest conversation about your challenges and how we might help.
