Family offices
What is Your Family Actually Worth Today?
Consolidate PE, hedge funds, real estate, and liquid assets into one real-time view
The challenge
Sound Familiar?
Common challenges for family offices
8 Managers, 8 Portals
Every PE fund, hedge fund, and private bank has a different login and format
Net Worth is a Guess
Aggregating across real estate, alternatives, and liquid assets takes days
G2 Wants Dashboards
The next generation expects real-time visibility, not quarterly PDFs
Trust Complexity
Reporting by beneficiary, entity, and asset class requires custom work every quarter
How AltoaX helps
How AltoaX Helps
Purpose-built for family wealth management
True Net Worth View
Aggregate PE, hedge funds, real estate, and liquid assets into one dashboard
PDF to Data, Automatically
Upload capital statements and performance reports. AI extracts the numbers.
G2 and G3 Portals
Give younger family members modern dashboards with appropriate visibility controls
Report Any Way You Need
By trust, by beneficiary, by asset class, by geography. One data set, infinite views.
View total family wealth across all investments and entities
Capabilities
Built for Family Offices
Features for multi-generational wealth
Portfolio Analytics
Real-time dashboards, KPIs, and performance metrics
Investor Portal
Self-service access with capital accounts and documents
Document Intelligence
AI-powered extraction from PDFs, Excel, images, and scans
Report Generator
Branded PDFs with custom sections and visualisations
See Your Total Wealth in One Dashboard
Built for families with $50M+ across multiple managers