COLLABORATION

Transform the way you work

Illuminate the full context around your investments so your team can work from a single source of truth containing all your business-critical information.

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MOBILE APP

Your command centre while you are on the go

Maintain total portfolio control with real-time notifications, mobile-tailored dashboards and access to your latest reports. 

  • Receive updates about limit breaches, outstanding tasks and new reports
  • Alert colleagues to any portfolio limits breaches, assign tasks and set your own reminders
Mobile

PRODUCTIVITY TOOL

Plan, manage and collaborate on all your work in one place

Stay organised and collaborate more effectively with tasks and notes.

  • Assign tasks to you and your colleagues and track their progress
  • Stay organised and provide your team with critical contextual information with tasks and notes
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DOCUMENT

Securely store, organise and share all your files including reports, statements and important documentation.

Keep all your documents organised, secure and easily accessible.

  • Use customised tags to sort and filter all your documents
  • Collaborate on documents with assigned tasks and create workflows with in-app notifications
  • Drag and drop your documents to instantly upload
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DIRECTORY

Keep records of the critical contacts and companies you work with

Easily retrieve up-to-date information on your most important contacts including notes from previous interactions and ongoing tasks.

  • A simple way to manage the complex matrix of people you work with
  • Keep track of all meetings, phone calls, files and notes
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Resources

Insights to help you transform the way your team works

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BLOG

The Top 10 Family Office Trends in 2024

In a less than certain world, it is not just economic headwinds family offices are having to contend with. Discover the top 10 trends shaping the agenda for family offices in 2024.

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BLOG

5 ways to improve productivity in your family office

Discover the 5 ways family offices can leverage technology to boost productivity and keep on track to achieve their long-term objectives.

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WHITEPAPER

Family Office Technology Playbook

The way family offices manage investments needs a modern update. Discover how your family office can use technology to create a more data-driven approach to investment management.