AI-powered ingestion of all family office data · Proactive forecasting of future passive events · Customizable output in any form — all 19 capabilities are combinations of these three cores
90% principal loss when structured product knock-in is missed
Proactive knock-in event forecasting, N-day advance alerts, never miss a single one
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30%+ loss when CB mandatory redemption is missed
Redemption trigger monitoring + conversion window reminder + real-time conversion value calculation
PE call buffer too high wastes returns / too low risks penalty interest
Client provides call schedule + integrates with overall future cash flow + tight & safe capital allocation
Long-term cash flow guesswork leads to imprecise planning
Multi-event auto-aggregation + real-time 10-year waterfall refresh
Single-instrument IRR via Excel barely calculates portfolio total, no cross-holdings comparison
IRR at every account × every position level, compare true investor returns across holdings after add/reduce
Hedge fund quant metrics via Excel are slow and error-prone; institutional tools ($100K+/year) unaffordable for family offices
Input return tables, auto-calc metrics / multi-fund portfolios / efficient frontier weights
PDF statements / email trade confirmations entered one by one manually
AI auto-extracts trade fields from PDF + email + rule-based validation auto-ingest
Single client across N private banks + N brokers + N funds, formats / fields / valuation conventions inconsistent and unmergeable
Data Feed + API + AI email unified ingestion, multi-type multi-source cross-merge
Banks occasionally err; only discovered at month-end reconciliation
Daily trade-by-trade two-way reconciliation + auto-detect errors + instant alert
Offshore trust / corporation / individual three-tier structures mapped manually
Multi-entity look-through + cross-entity auto-merge + multi-currency real-time conversion
Self-built IT team for data maintenance is expensive
Just forward emails; free during deployment, no extra charge for data maintenance
Changing a single field requires IT queue for weeks
Users self-configure charts in 10 minutes, no IT involvement needed
Clients want existing PPT templates preserved, customization too expensive
1-week 1:1 PPT/PDF design replica; 100+ already delivered
Family offices must request quotes from each broker individually + no professional KO probability analysis for decisions
Aggregate multi-broker quotes + client-preset condition auto-matching + analyst consensus + KO vs target price visualization
Corporate bond portfolio Excel manual + credit risk metrics scattered across Bloomberg / sell-side research
Client-defined bond pool + one-click portfolio analysis (yield / duration / rate sensitivity / 13+ credit risks / cash flow waterfall / multi-dim exposure)
Mainstream systems lock asset classification; customization only at attribute layer, classification tree itself unmodifiable
Family office self-defines asset type tree, multi-level nesting, tree itself adjustable
Family offices receive dozens of sell-side research emails daily / multi-house views scattered across reports
AI email ingestion + daily Key Takeaways + multi-house view aggregation + filter by holdings / watchlist with smart detail levels
Private bank monthly statements only show month-end totals / cross-account cross-instrument queries via Excel are slow
All transaction types complete ledger + multi-dim filter + AI smart filter + one-click download
Structured product (AQ / DQ / FCN) dozens of observation day details scattered across broker confirmations
System auto-derives every observation day per contract rules + trigger judgment + execution records + traceable to master trade
Click any capability card for details, or request a 30-minute demo
