Portfolio and account intelligence for wealth and asset firms.
Portfolio drift, rebalancing, tax-loss harvesting and mandate monitoring — a live view of every account against its stated strategy.
For discretionary and advisory wealth managers, family offices and asset managers with mandates to uphold.
Why firms come to us for this.
Between reviews, allocations wander; the client's actual risk stops resembling the mandate they signed.
Trades that should have happened in April happen in July; alpha and tax efficiency both suffer.
Adviser dashboards report NAV; what advisers need is the accounts where a conversation is overdue.
What we actually build for you.
Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.
What ships in the box.
Continuous comparison of every account against its target allocation, with configurable tolerance bands.
Automated proposals respecting tax, cost, minimum trade size and client preference — one-click execute.
Ongoing scan of harvestable losses with wash-sale protection and per-jurisdiction rules.
Every account continuously checked against its stated mandate, restrictions and suitability profile.
Which clients need a review, a call, a rebalance or a compliance touch — ranked by urgency and value.
Version-controlled model portfolios, propagation across mandates and full audit of who changed what.
Often built alongside.
Scoping a build for a brokerage, wealth firm or fintech?
We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.