BLACK CARDYour office,
one platform.
Every entity, account and asset in one governed record. The office reconciles and approves; the family sees the same position everywhere. AI lets each authorised user explore, question and report from it.
Decisions should not begin with a data chase.
Single source of truth.
Publish once. The app and dashboard reflect the same signed report, the same day. No spreadsheets to reconcile. No competing versions.
Built for every seat
in the office.
Accountants, asset managers, leadership, admins and the family all work from the same record, each through a workspace built for their role.
Scroll through every workspace. Follow the blue dot to explore each view.
Family
Family
Every screen you clicked is the product, on its published data. See it with your own figures.
Accountants
Accountants
Every screen you clicked is the product, on its published data. See it with your own figures.
Asset managers
Asset managers
Every screen you clicked is the product, on its published data. See it with your own figures.
Leadership
Leadership
Every screen you clicked is the product, on its published data. See it with your own figures.
Admins
Admins
Every screen you clicked is the product, on its published data. See it with your own figures.
Every trust, entity and account,
mapped in one structure.
See how trusts, holding companies and SPVs fit together, with ownership, rights and access boundaries clear at every level.
Published, not computed.
Every figure the family sees has been collected, closed, checked and signed. That is the guarantee, and this is how it works.
Published
The family opens the app or the dashboard. Both read the same signed report.
FamilySigned
Approved with a name, a role and a time. Nothing publishes with an open blocker.
LeadershipChecked
Blockers and warnings, decided one by one, each with an owner.
QAClosed
The book for the period, entity by entity, position by position.
AccountantsCollected
Statements and marks arrive, get chased, and are filed against their source.
Accountants · Asset managers
A continuous reporting process, rather than a separate exercise at period-end.