Features
Everything you need to manage a modern family office
Core Modules
The foundation of your family office operations.
People
Manage individuals, family members, and beneficiaries with complete profiles and relationship tracking.
Entities
Track legal entities, trusts, LLCs, and corporate structures with ownership hierarchies.
Financial
Monitor bank accounts, cash flow, and financial positions across multiple currencies.
Securities
Portfolio management with real-time market data and performance tracking.
Properties
Real estate portfolio management with valuations, documents, and expense tracking.
Documents
Secure document management with version control, tagging, and cross-entity linking.
Specialized Modules
Advanced capabilities for complex family office needs.
Insurance
Policy management across life, property, liability, and specialty coverage with renewal tracking.
Estate Planning
Trust administration, wills, power of attorney, and succession planning.
Tax Compliance
Multi-jurisdictional tax tracking, filing management, and compliance monitoring.
Advisors
Professional advisor directory with engagement tracking and communication history.
Reporting
Comprehensive reports and analytics with PDF/Excel export and scheduled delivery.
Infrastructure
Enterprise-grade foundation built for security and reliability.
Security & Auth
Keycloak SSO, RBAC, OpenBao secrets.Multi-Tenancy
Isolated tenant environments.Observability
OpenTelemetry, Loki, Tempo, Mimir.Billing
Stripe-ready billing infrastructure.