Geolocation integration and market feeds for real-time updates on wealth. Drill down into particulars of assets and store all related information using an intuitive interface. Proprietary metrics to decompose concentration risk.

All-in-one - secure and safe
Single birds-eye view on all assets and their values with advanced drilldown capabilities on SPVs and trusts.

Private and secure - always
Data stored in a secure vault, in a private cloud and with military-grade encryption.

AI/ML-driven - best-in-class
Smart and powerful tools and models allowing users to manage their holdings.

Virtual Data Room - integrated
Central online repository of information with secure access to documents for authorized users through a dedicated online platform.