Family offices
One secure source of truth for the family's wealth
Bring private equity, hedge funds, real estate and liquid assets into one secure workspace you can analyse and report from
The challenge
Sound Familiar?
Common challenges for family offices
A different portal for every manager
Each fund, hedge fund and private bank arrives in its own login and format
Net worth takes real work to see
Aggregating across real estate, alternatives and liquid assets is slow and manual
The next generation expects more
Younger family members want clear, current dashboards rather than quarterly PDFs
Trust and entity complexity
Reporting by beneficiary, entity and asset class means bespoke work every quarter
How AltoaX helps
How AltoaX Helps
Purpose-built for family wealth management
One consolidated wealth view
Bring private equity, hedge funds, real estate and liquid assets together in a single dashboard
From PDF to structured data
Upload capital statements and performance reports, and let AI help extract the numbers for review
Portals for every generation
Give younger family members clear dashboards with visibility controls that suit each role
Report the way you need to
By trust, by beneficiary, by asset class or by geography — one data set, many views
View total family wealth across all investments and entities
Capabilities
Built for Family Offices
Features for multi-generational wealth
Portfolio Analytics
Portfolio dashboards, KPIs and performance metrics
Investor Portal
Self-service access with capital accounts and documents
Document Intelligence
AI-assisted extraction from PDFs, Excel, images and scans, traced to source
Report Generator
Branded PDFs with custom sections and visualisations
See the whole family's wealth in one place
Built for family offices reporting across multiple managers, entities and generations. No account is created until your request is approved.