THE TOOLKIT
Resources Worth Knowing About.
A curated selection of tools and services that support the operational ecosystem of complex wealth, strengthening the structure and systems that keep everything running smoothly.*
Nines is a household management platform and mobile app, designed to help you easily manage properties, assets, vendors, staff, projects, and more. With a secure, centralized household manual, you can easily keep track of maintenance tasks, follow along with what's been done on your property, communicate with staff and vendors, and find property information when you need it.
In addition to household management technology, Nines offers in-house estate management support, workshops, and consulting.
SumIt is an intuitive family office accounting software that consolidates your financials across multiple entities with a couple of clicks. We are specifically designed for you — with BILL and Addepar integrations — and statements, such as net worth.
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Leveraged by accountants, controllers, CFOs, and principals, SumIt gives time and confidence back to family offices and a much simpler view of their complex financials.
Turnqey is the operational infrastructure layer for RIAs, broker-dealers, and wealth platforms managing cryptoassets. Through live integrations with Morningstar ByAllAccounts and Wealthbox, Turnqey delivers audited on-chain data, unified reporting, and tax lot reconciliation — enabling firms to manage crypto with the same rigor as traditional portfolios.
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Turnqey's five core products address the fragmented data, manual workflows, and legacy systems that prevent wealth management firms from operating effectively in a digital asset environment:
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Unified API — A single, normalized API delivering live portfolio, holdings, transaction, and tax-lot data across exchanges and custodians.
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Agent as a Service — Persistent AI agents built for research, compliance, client service, and reconciliation within advisor workflows.
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TAIP™ — Risk-aware analytics that translate cryptoasset behavior into portfolio-level insights, scenario modeling, and client narratives.
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Qeychain™ — Reconciliation and accounting infrastructure across custodians, exchanges, and wallets with institutional-grade operational control.
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Turnqey Institute™ — Frameworks, standards, and workflows that equip advisors to integrate crypto into portfolios with discipline.
Turnqey makes financial firms faster, more intelligent, and better equipped to serve clients in an increasingly digital and AI-driven market.
*Listed for reference only.