Streamline family office operations.
Leverages industry leading technology to simplify and accelerate the management of critical documents and workflows, ensuring your family office runs smoothly and efficiently.
Turn down the noise and put wealth to work.
Automate Document Ingestion with AI and Machine Learning
Document processing uses advanced machine learning and artificial intelligence to automate the ingestion and organization of documents. This transforms documents into valuable data sources, significantly speeding up tasks like loading investor portals.
Workflow Sequences for Repetitive Tasks
Design sequences for repetitive tasks such as approvals, deal flow, and family meetings. Integrate with services such as DocuSign to make signature acquisition easy and contextually aware, making your operations more efficient and reliable.
Keep Essential Contacts at Your Fingertips
Managing contacts such as trustees, estate attorneys, and key stakeholders is crucial. Our contact records function like a shared family rolodex, providing easy access to contact information and ensuring that you always have the details you need at your fingertips.
