THE TOOLKIT
Partners and Resources That Keep You Moving Forward.
A curated selection of tools and services that support the full ecosystem of your wealth, helping you navigate its many moving parts while strengthening the structure that keeps it all running smoothly.
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation from multiple data sources is replaced with automated data feeds, a single source of truth, and digital on-demand reporting.
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.
