Your virtual family office
Get the full family office-like experience.
Here’s how our technology-powered platform works for you.
Let us do the heavy lifting for you with a fully-managed onboarding experience. Easily add your existing investments.
Structured, standardized data to manage, track, and report private investments. Plus, automated collection and distribution of tax documents – done for you.
The most advanced machine learning technology.
We convert PDF statements and unstructured data into structured insights.
Add your investments like real estate,
private funds, and more.
Plus, connect existing investments from
Integrate with your existing systems.