We aggregate data from multiple sources to remove intermediary and vendor bias.
Asset owners work in different ways, that’s why our platform is fully customisable.
Born from our frustration with the limitations of existing tools and the need to reduce operational tasks.
He’s your investment assistant, in digital form. He gathers market intelligence to help you source investments, select fund managers, control risk and preserve capital. He sends you alerts. So Alfred - and you - won’t miss a thing. Leaving you to focus on your core job of using your expertise to make investment decisions.
Displays all your financial databases in one place; manages incoming data from fund and wealth managers; deals with all asset classes.
Searches funds across all asset classes; automated monitoring and tracking of fund managers; access to our directory of vetted experts to supplement the due diligence process.
Provides strategic benchmarking; automated risk reporting and performance auditing; scenario analysis and stress testing; automated rebalancing alerts replicating CPPI.
As an asset owner, family office executive or trustee, you often need information on services that lie outside your area of expertise. Whether this is legal, tax, property or lifestyle management, we have vetted experts on hand to help.View experts