THE TOOLKIT
Partners and Resources That Keep You Moving Forward.
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.
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.
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.