CORE INFRASTRUCTURE MODULES

ADVANCED ASSET MANAGEMENT SUITE

Discover modular systems engineered for comprehensive net worth tracking, real-time corporate equity oversight, and unified data visibility across all asset classes.

EXPLORE CAPABILITIES
ARCHITECTURE & MODULES

CORE PLATFORM CAPABILITIES

Net Worth Tracking Dashboard
MULTI-ASSET Data delayed ≥15m

Net Worth Tracking

Aggregates traditional assets, bank accounts, private equity, and real estate for comprehensive net worth tracking.

MODULE DETAILS
AI Model Integration Interface
MCP PROTOCOL External LLM Hook

AI Model Integration

Integrated Model Context Protocol (MCP) support to enable portfolio interaction via external AI models and custom analytics agents.

MODULE DETAILS
Carta Integration & Private Equity Management
EQUITY SYNC Direct API

Carta Integration

Seamless financial aggregator support with Carta integration for automated private equity management, cap tables, and vesting schedules.

MODULE DETAILS
Corporate Wealth Structure Module
ENTERPRISE TIER Black Tier Access

Corporate Wealth Structures

Advanced corporate and family wealth structure management available on the Black tier with multi-entity consolidation and governance support.

MODULE DETAILS
Dividend Stock Analysis Engine
ANALYTICS Data delayed ≥15m

Dividend Stock Analysis

Compare 5,000+ dividend stocks and inspect a comprehensive 10-year payout history with coverage metrics and sustainability filters.

MODULE DETAILS
Digital Asset Tracking Engine
DISTRIBUTED ASSETS Read-Only Nodes

Digital Asset Tracking

Securely track digital and alternative assets alongside traditional portfolios via encrypted read-only aggregation protocols.

MODULE DETAILS