SCENARIO
Business Scenario
High-net-worth families often hold complex multi-tier ownership structures (offshore trusts / BVI companies / personal accounts / multiple generations). Asset / liability / income attribution across entities is traditionally handled manually, making AUM aggregation prone to double-counting or omissions, and cross-entity multi-currency conversion is error-prone when done by hand.
MECHANISM
Mechanism · Two-Core Combination
Powered by Decoder + Polymorph two-core combination
Decoder
Models multi-tier ownership structure + asset attribution rules + real-time multi-currency FX ingestion.
Polymorph
Automatically consolidates reports across entities (aggregated by family / by generation / by account in multiple dimensions), with real-time multi-currency conversion + FX translation difference details.