Come meet us in the Canadian International Pavilion at 5D19D.
Keep it all in the family.
One source of truth. Across generations. Across jurisdictions.
Serving family offices starts with the right perspective and an understanding of their unique needs in aggregation, consolidation, accounting, and reporting.
In collaboration with Rozen Ltd., we provide a comprehensive platform that rapidly delivers secure digital solutions and services tailored for family offices.
Family office solutions
Aggregate accounts from multiple sources across multiple jurisdictions and consolidated them into a unified book of record.
Family members can view their consolidated portfolios in a streamlined experience.
Securely deliver documents to family members with detailed audit tracking.
Family office reporting samples
Take a look at samples of our current portfolio family office and fund management solutions.
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