High-Quality Data Aggregation Deliver Accurate, Timely Data from Diverse Sources

Private Wealth Aggregation

Daily data feeds of all marketable securities collected from
the source
Alternative investments including hedge funds, derivatives and private equity
Prices and corporate actions of marketable financial assets determined by independent third parties
Customizable pricing methodology
Daily time-weighted, IRR and customized
performance calculations
Better risk management through greater insight into both home and away assets

Highest Quality Data Supports Decision-Making

We transform complex financial data into concise information that highlights your expertise and serves as a foundation for strategic thinking and execution. We are the premier provider of private wealth aggregation and data-driven solutions for private banks, family offices and RIA firms serving high-net-worth and ultra high-net-worth clients.

The Most Accurate Picture of Client Wealth

We acquire financial data—marketable securities, alternative investments, personal and real property, and both home and away assets—daily from more than 3,700 custodians through our proprietary feeds and optical character recognition technology. Our leading-edge technology and experienced staff acquire, verify and reconcile data through a rigorous, proprietary process that produces the most accurate picture of your clients' total wealth.