We establish a direct line of communication with your account managers, bankers, and custodians—no portals, no file uploads. Our secure onboarding process and authorization templates ensure we pull the correct data directly from the source, with zero manual effort on your end.

Every data source we onboard is validated against official account statements using a multi-step verification process. We maintain strict internal documentation standards, reconciliation protocols, and offer traceability across every line item—so your data is audit-ready at all times.

We use modern, enterprise-grade infrastructure—including secure API integrations, encrypted storage, automated parsers, and custom-built import pipelines. Our tools are specifically built for multi-asset, multi-custodian environments to ensure scalable, reliable consolidation.

Your data is never shared with third parties. We operate on a zero-external-access model, and all processing takes place in a controlled, encrypted environment. You retain full ownership of your data at all times.

We support alternative assets through custom schemas and visualizations tailored to your reporting needs. Whether it’s art, venture capital, or physical real estate, we have pre-built templates and manual review layers to ensure every asset is properly represented and valued.