The Operating System for
Complex Family Wealth

Purpose-built for Canadian advisory firms and family offices.

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The Platform

Everything in one place. Finally.

Entity structure visualization mapping ownership across trusts and holding companies
Wealth Map

The Wealth Map

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

Mozaiik platform dashboard showing consolidated family wealth overview
Dashboards

Consolidated Dashboards

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

Secure document vault organized by entity with trust agreements and records
Document Vault

Secure Document Vault

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

Coming soon — Fall 2026

Pilot cohort forming now. Limited to select Canadian IC firms and MFOs.

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