Unified Wealth View
Family wealth is scattered across custodians, private funds, real estate, and direct investments, and most family offices still stitch together a true net worth picture by hand every quarter. The Unified Wealth View Agent continuously aggregates holdings across every account, custodian, and asset class to give principals a single, real-time view of total wealth.
Designed for
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Family Balance Sheet — Q3
Live monitoring
ACCOUNTS AGGREGATED
38 across 6 custodians
ASSET CLASSES
Public · Private · Real Estate · Direct
TOTAL NET WORTH
Reconciled — up to date
Why now
Family portfolios have grown more complex faster than quarterly PDF reporting can keep up with. As principals demand real-time visibility and holdings spread across more custodians and asset classes, consolidation is shifting from a periodic exercise to a standing requirement.
Measured against reporting outcomes
A unified wealth view isn't just about the next quarterly report — it's about knowing where the family stands today. The Unified Wealth View Agent delivers measurable improvement across your full reporting lifecycle.
70
%
faster consolidated reporting turnaround
55
%
reduction in manual data reconciliation
40
%
improvement in reporting accuracy
30
%
improvement in advisor and analyst throughput
What changes for your office
By continuously aggregating holdings across every custodian and asset class, family offices move from quarterly reporting to real-time wealth visibility.
Continuously aggregate holdings across every custodian, fund, and asset class to give principals a real-time net worth view.
Sharper allocation decisions
Surface true exposure across asset classes and managers so investment decisions are based on the full picture, not a partial one.
Better use of advisor time
Free advisors and analysts from manual statement reconciliation so they can focus on strategy and client conversations.
Stronger reporting confidence
Maintain a clear, traceable record of every position and its source across the family's full balance sheet.
Smarter Workspace
