Centralize and Understand Your Wealth with Clarity
A complete solution to organize and visualize your investments securely and in a way that’s tailored to you.
$45M+ USD
Client Assets
99% Accuracy
Data Reconciliation
Instant Clarity in a Fast-Paced World
In an environment of delays, disjointed systems, and rising global uncertainty, speed is an edge.
We give you a unified, real-time view of all your investments, thought bank accounts, real estate, private equity, and more.
Data Consolidation
We collect and structure your investment data across banks, real estate, private equity, and more — all in one secure local environment.
Custom Analytics & Reporting
We build a personalized dashboard for your portfolio, tailored to show exactly what matters most to you — performance, exposure, liquidity, and more.
Ongoing Management & Updates
Your data stays up to date with ongoing sessions where we refresh and refine your reports — no spreadsheets, no manual work on your side.
See the full picture of your wealth
Bank Accounts & Cash Flow
Track balances, income, and expenses across currencies and institutions — with clear monthly breakdowns and long-term trends.
Real Estate Performance
Monitor property values, rental income, occupancy, ROI, and leverage — all consolidated in one visual.
Public & Private Equity
See how your holdings in listed stocks and private companies are performing, individually and as part of your overall portfolio.
Private Funds & Alternatives
Get clarity on your positions in private equity, venture capital, and hedge funds — with return tracking and capital call timelines.
Fixed Income & Bonds
Understand maturity timelines, interest payments, yields, and how fixed-income assets contribute to your cash flow and risk profile.
Custom Insights for You
Need to track gold, crypto, art, or a family business? We adapt everything to your portfolio — no matter how complex or unique.
Streamlined Data Access & Integrations
We establish direct communication lines and data access with all relevant sources to ensure seamless imports—whether from banks, private funds, or operating companies.
Our Secure
3-Step Process
Efficient, confidential, and tailored to your portfolio.
Onboarding & Data Authorization
We begin with a secure intake form to understand your asset landscape. Our team then coordinates directly with your institutions to establish data access.
Data Integration & Visualization
We consolidate all holdings across accounts and asset classes, delivering a personalized dashboard with real-time, high-fidelity reporting.
Ongoing Maintenance & Support
Your data is continuously refreshed and monitored. We remain available to implement updates, onboard new assets, and ensure reporting remains aligned with your needs.
Frequently asked questions
Where is my financial data stored? Is it secure?
All your data is stored locally on your own computer — never in the cloud. We use open-source tools that run entirely on your system, so your sensitive information stays private and under your control at all times.
How do I get my investment data into the system?
We guide you through the entire process. Whether your data is in PDFs, Excel sheets, or banking statements, we help organize and import it during our setup sessions — no technical experience required.
Can you track real estate, private equity, and international investments?
Yes. The system is flexible enough to track public markets, private holdings, real estate, foreign accounts, and even less common assets. Everything is structured to reflect your unique portfolio.
What happens after the setup is done? Do I need to update it myself?
No — we offer ongoing sessions where we update your data, add new investments, and refine your dashboards. You’ll always have an up-to-date view without having to manage anything manually.
Take the first step toward unified portfolio oversight
We work with select clients to unify complex portfolios into a single, structured view—secure, accurate, and built for long-term decision-making.