The all-in-one platform for managing multi-asset portfolios
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All your data, securely stored in one place
Stop spending hours sourcing, cleaning and consolidating data. Seamlessly integrate data for all your investment and assets in one platform, to gain a single source of truth in your own physically isolated database.
AGGREGATE
Trade in manual processes for intentional data architecture
Securely and automatically source data from all your banks and custodians. Connect anything from private equity and direct investments to real estate and collectibles for a single source of truth.
- 500+ custodian data feeds globally
- 10,000+ banks through open banking for cash accounts
- Doc AI and assisted-entry tools for managing privates and alts investments
- Rigorous normalisation processes that validate incoming data
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PRIVATE STORE
Your multigenerational single source of truth
Each client has their own dedicated, physically separated database, for true data ownership, bank-grade security and AI-readiness.
- Retain full ownership and multigenerational stewardship over your own data environment
- Securely integrate data from your own 3rd-party data vendors
- Choose the region where your data is stored (e.g. Switzerland, USA etc.)
OWNERSHIP
Visualise even the most complex ownership structures
Map your ownership structure across all legal entities such as holding companies, trusts, foundations and personal accounts to individual assets and liabilities.
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Resources
Insights to help you build intentional data architecture for investment management
21 Sep 2023 | BLOG
How your family office should be sourcing wealth data
Family offices now manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?
8 Sep 2023 | WHITEPAPER
Automated Bookkeeping for Trustees
Discover the key challenges associated with manual bookkeeping, the data architecture needed for automation and how bookkeeping automation can serve as a foundation for the digitalisation of other trustee services.
3 Jul 2023 | BLOG
The data revolution: unlocking potential for trustees
Here are three ways the data revolution is helping trustees futureproof their operations and expand their service offering.
