The Operating System for
Complex Family Wealth

Purpose-built for Canadian advisory firms and family offices.

The Platform

Everything in one place. Finally.

Wealth Map

Map and visualize complex ownership structures — individuals, corporations, trusts, and holding companies — with clear hierarchies.

Dashboards

See positions, performance, and allocations across every entity and custodian — consolidated in real time.

Document Vault

Store, organize, and share documents by entity. Trust agreements, corporate resolutions, and client records in one secured location.

Pilot underway

Built alongside our anchor pilot partner. The pilot cohort begins September 2026 — limited to select Canadian IC firms and MFOs.

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