The Operating System for Complex Family Wealth
A single system for insight, governance, capital,
and decision making.
A single system for insight, governance, capital,
and decision making.
Real-time portfolio tracking across all accounts and asset classes.
Visualize ownership structures and decision rights
Document every decision with audit-ready logs.
Monitor cash flow and manage capital calls.
Identifies trends across portfolios, entities, and time periods that would take hours to spot manually.
Understands relationships between trusts, holdcos, and beneficiaries to provide consolidated views.
Alerts advisors to liquidity events, concentration risk, and rebalancing opportunities in real-time.
Links past decisions to current outcomes, building institutional memory for better judgment.
Ask questions in plain English. Get answers pulled from your entire book of business.
Learns from advisor preferences and family goals to surface relevant recommendations.
Mozaiik Intelligence is currently in development
SOC 2 Type II certified with bank-grade encryption.
Granular permissions keep sensitive data compartmentalized.
Direct feeds from major custodians ensure data accuracy.
© 2026 Mozaiik Wealth Tech Inc. All rights reserved.
Designed for the stewardship of capital.
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