DATA AGGREGATION

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

Eliminate the frustrating manual workflows related to extracting text from PDFs with AI-powered document parsing, so you can spend more time on portfolio analysis and mission-critical activities.

• 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.)

Map your ownership structure across all legal entities such as holding companies, trusts, foundations and personal accounts to individual assets and liabilities.