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Our Process
Evaluation
On-site organizational analysis
In-depth operations and process review
Define needs, scope, and pricing for set up
Set Up
Build custom applications, integrations, and reports with our in-house developers
Set up best practices in cybersecurity within the platforms we select and build
Interface with third party providers to ensure off-the-shelf systems are configured accurately
Provide extensive workflow documentation and training
Partnership
Function as an extension of your team
Develop new features as needs evolve
Recommend and deploy new updates
Provide continued training and support
Evolving Legacies with Innovation
Why?
Maximize efficiency, save time and money, and ensure business continuity for generations.
Custom solutions that adapt to evolving needs
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Automation of tasks enabling quicker decisions
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Growth without extra headcount
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Partnership for continuous improvement and stability
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Our Value
We are not limited to off-the-shelf solutions.
We combine custom development with pre-existing options, designing and building solutions that fully meet your needs without compromise. Our experience ensures fast deployment, achieving the ideal balance of built vs. bought - without the risk of added time.
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How we've helped others
Investment Management and Back Office Workflow Application
Our team built a workflow application to replace multiple Excel spreadsheets and bridge gaps in existing third-party systems for a family office's investment arm.
Our solution automated transaction and trade approval workflows with robust internal controls, managed corporate actions, enabled liquidity tracking and offered many other features - complete with individually customizable dashboards and reports for each team member.Family Office Foundation Management Application
We developed an application to replace an off-the-shelf CRM tool for a family office foundation, greatly improving ease of use, enabling flexible reporting, budget tracking, and adding grantee portals - all while reducing annual costs by tens of thousands.
Automated Document Management Integration
We developed an API-driven workflow to automatically download, name, process, and accurately file all investment documents from a family office's document ingest tool into their storage system. This integration ensured cross-platform accuracy, significantly streamlined document management, and eliminated hours of manual work while improving consistency and efficiency.
Centralized Data Warehousing Integration
Our team used an agile development approach to identify and consolidate all data sources within a family office, staging and cleaning datasets before loading them into a centralized warehousing solution. This integration created seamless connections across various applications, analytics platforms, and reporting suites, significantly reducing repetitive data entry and enhancing accuracy and consistency across systems.
Consolidated Reporting Suite for Portfolio Management
We created a reporting suite that unified data from three different portfolio management and analysis tools. By building a standardized data model, we presented multiple performance indicators and metrics from all applications in a single, quickly accessible, and fully customized dashboard.
Customizable Back Office Reporting
Our team transformed data from a family office’s back-office accounting system into a fully customizable reporting suite, delivering flexibility far beyond their standard tools without added annual costs. Built on existing software licenses, this tailored solution provided insights into accounts receivable, accounts payable, expenses, cash flow forecasting, and other evolving needs as their business expanded.
Team
Our team has worked directly in multiple family offices and built custom software suites for operating companies.
We understand your needs and how to build solutions to solve them.
Custom Technology Solutions for Family Offices
What We Do
We build custom tools designed for you.
We combine custom-built and off-the-shelf solutions, using a system-agnostic approach and trusted provider partnerships, to create flexible, integrated software ecosystems that fully meet your needs across all aspects of your organization.
Our Mission
We seek partners, not clients.
We are committed to being a lasting partner, empowering teams to focus on core wealth management tasks, while our custom solutions ensure long-term success and continuity for generations.
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