No setup fees & built to scale with you

Total assets across all clients in your account.

User accounts are for your team to access the platform.
Example: 3 team members will need 3 user accounts.
Additional users £299 /month per user

Client accounts are for your clients to access the platform. Perfect if you run a multi-family office or advise multiple clients.
Example: 1 client/family requires 1 client account.

Ask for as much help as you need, and we'll complete one request at a time.

How fast we respond to support queries.

Help docs to help you solve simple issues, and answer common questions.

Easily ask for assistance via our support centre.

Responsive, SEO-optimised website for your family office.

Make better connections with digital business cards.
£3 /month per card

Rapidly onboard new clients.

Manage your client data in one simple dashboard.

Aggregate and manage assets for each client.

Secure, branded portals for your clients to view key information from anywhere.

Beautiful, branded reports for your clients.

Simple client invoicing with fee calculations.

Securely store and share documents with clients.

Easily visualise ownership structures.

Communicate with clients directly within your dashboard.

Your brand assets in one place, accessible from anywhere.

Your company's social statistics in one simple dashboard.

Create, upload, and distribute your family office podcast.

Publicly shareable page with selected brand assets for PR and media.

Integrate banking data feeds directly into each client account. We'll keep these synchronise automatically saving your hours of work.

Perfect for real estate, collectibles, vehicles, jewelry and alternative investments.

Add cryptocurrency holdings and keep prices and values updated automatically.
Example: Bitcoin (BTC), Ether (ETH).

Add stocks and share holdings and keep prices and values updated automatically.
‍Example: Tesla (TSLA), Microsoft (MSFT)

Add holdings in goods traded in global markets and keep prices and values updated automatically.
Example: gold, oil, gas.

Include insurance and protection products for a more complete view of your finances.

Financial obligations that need to be factored into your estate planning.
Example: loans, mortgages & owed obligations.

Pixel-perfect templates designed, developed and continuously optimised for performance and conversion.

Expertly-designed and built, our landing page templates are as good as it gets.

About, Services, Portfolio, Contact, Team, Careers, Events, News & Insights.

Use our in-built newsletter feature to keep in touch with your clients and prospects.

We run on tier 1 AWS infrastructure, so your site is lightning-fast. We run nightly backups, and monitor your site for uptime 24/7.

Simplified website analytics show you how visitors are finding and using your website, and help to optimise conversion.

Our web platform is designed from the ground-up to be SEO-optimised, and ready for your content.

Fully-automated SEO content strategy including backlinks and content creation.

Showcase that you're using the best platform for family offices.

Get listed in our family office directory.

We'll create an article about your family office.

We'll run a featured article about your family office, and showcase your physical offices, with incredible photos/video.

We aggregate family office events from around the globe. Your events can be automatically added to this feature.

We aggregate family office jobs from around the globe. Your open roles can be automatically added to this feature.