Key features for family offices

Quick and timely access
Generate a snapshot of family wealth at the touch of a button, from Balance Sheets, Expression of Wish, Wealth Movement and Insurances. Quick and timely access helps to improve group understanding too.

Your single source of truth
See all assets classes, from traditional to the non-traditional, as well as financial data and documents on the one dashboard. Gain insights and give families the education and perspective they need to shape wealth legacies.

Build a document library that brings your clients comfort
Link family members to all of their important wealth documents and assets. We make things organised to ensure that everyone can be on the same page. This leaves you with more time to foster important relationships.

Analyse and forecast
Generate a family snapshot of wealth and take advantage of our daily valuations. Improve the visibility and interaction that families have of their assets by using our Analysis feature to forecast and mitigate key risks including liquidity and exposure.