FAMILY OFFICES
Deliver Institutional-Grade Intelligence While Preserving a High-Touch Experience
Streamline operations, unify data, and empower your team with AI-powered solutions designed to help you manage complex portfolios, enhance transparency, and serve multiple generations with precision.
Schedule a DemoStrengthen Control. Enhance Service. Simplify Complexity.
Empower Your Team to Operate More Efficiently and Proactively
Automate administrative, servicing, and reporting workflows so your team can focus on strategic investment decisions and delivering exceptional family service.
Deliver Personalized, Modern Experiences for Every Generation
Provide real-time insights, seamless reporting, and faster servicing to meet the expectations of both founding members and next-generation stakeholders.
Create a Single Source of Truth Across All Assets and Entities
Unify data across custodians, banks, private markets, and internal systems to eliminate spreadsheets, improve accuracy, and gain complete visibility into every aspect of family wealth.
Less Admin
More Time for Clients
Faster
Client Servicing
Higher
Advisor Productivity
Explore Engagement AI Solutions Built for Family Offices
Streamline Family Office Operations with Intelligence From AI Companion
Managing complex, multi-generational wealth requires precision, discretion, and operational excellence. Leverage the AI-powered Companion to automatically surface portfolio insights, prepare reporting summaries, answer natural-language queries, and initiate servicing and reporting workflows—helping your team to simplify operations, strengthen control, and deliver exceptional service while protecting sensitive data.
Gain a Complete, Real-Time View of Global Family Wealth
Consolidating data across multiple custodians, banks, and private investments is slow and error-prone when managed manually. Aggregate and unify data automatically to create a single, accurate, real-time view of portfolios, entities, and relationships.
Simplify Portfolio Monitoring and Investment Decision-Making
Tracking performance across public and private markets requires constant manual effort and reconciliation. Access real-time dashboards, automated reporting, and actionable insights to monitor portfolios and make informed investment decisions faster.
Deliver Modern, Transparent Reporting to Every Family Member
Balancing the reporting expectations of multiple generations and stakeholders is challenging with fragmented systems. Provide personalized, real-time reporting and secure access to financial information tailored to each family member's needs.
Strengthen Cybersecurity and Protect Sensitive Family Data
Family Offices are prime targets for cyber threats due to the concentration of wealth and sensitive information. Secure your data with enterprise-grade protection, access controls, and unified data governance across your ecosystem.
Integrate Seamlessly with Your Existing Ecosystem
Managing multiple custodians, accounting systems, and specialized providers creates integration challenges. Connect effortlessly with your entire ecosystem to eliminate silos and ensure consistent, reliable data flow.
Operate with Greater Efficiency and Precision
Fragmented systems and manual workflows limit your team's ability to operate efficiently. Provide a unified, intelligent workspace with AI-powered insights and automation to improve productivity and decision-making.
Ready to Modernize Your Family Office with Institutional-Grade Intelligence?
See how Engagement AI solutions can help you simplify complexity, strengthen control, and deliver exceptional service across generations.