About Mozaiik
Mozaiik is an operating system purpose-built for Canadian wealth management firms and multi-family offices. It provides a single, unified platform for managing complex multi-entity wealth structures — from trusts and holding companies to corporate entities and cross-border beneficiaries.
Mozaiik is built specifically for Canadian advisory firms and multi-family offices that manage complex wealth structures. If your firm serves high-net-worth families with trusts, holding companies, corporations, and interconnected entities, Mozaiik was designed for you.
Most platforms were built for family offices themselves or adapted from U.S. solutions. Mozaiik is built from the ground up for Canadian advisory firms, designed around entity relationships rather than account numbers, and purpose-built for Canadian regulatory requirements including CSA, OSC, and CIRO.
Platform & Features
Mozaiik enables you to model complex entity structures, aggregate data from multiple custodians and data providers, generate consolidated reporting across families, manage compliance workflows, and access intelligent insights — all from a single platform.
Mozaiik is being designed to integrate with Canadian custodians and data providers. Custodian connectivity is a core part of our platform roadmap.
Absolutely. Mozaiik is built around CSA, OSC, and CIRO requirements from day one. Compliance isn't a module — it's foundational to how the platform works.
Launch & Access
Mozaiik is targeting a 2026 launch. We're currently running a pilot program with select advisory firms to ensure the platform meets real-world needs.
You can request early access through our contact page. Early partners help shape the product roadmap and get priority access at launch.
Yes. We're working with a select Canadian Investment Counsel firm as our anchor pilot partner, actively testing Mozaiik in real-world advisory conditions.
Pricing & Plans
Pricing has not yet been established. It will be tailored to your firm's size and needs. Contact us to start a conversation about what Mozaiik can do for your firm.
We'll be offering early partners special access terms. Contact us to learn about our pilot program and early adopter benefits.
Security & Privacy
Security is paramount. Mozaiik uses enterprise-grade encryption, secure data handling practices, and is designed to meet Canadian privacy requirements under PIPEDA and applicable provincial legislation.
Mozaiik is committed to Canadian data residency. All client data will be stored in Canada, ensuring compliance with Canadian privacy legislation and data residency requirements.