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Less Admin,

More Alpha.

The family office operations you want,
without the effort it usually takes.

Get in touch

Less Admin,

More Alpha.

The family office operations you want,
without the effort it usually takes.

Get in touch

Spheres AI:
automated data operations

Data extraction

AI extracts data from all documents. Our analysts verify each data point.

Document collection

We gather documents across all your investments and bring them altogether

Data analytics

Raw data becomes insightful performance data

Data sharing

You and your tax advisors get direct access to clean, structured data

Spheres AI:
automated data operations

Data extraction

AI extracts data from all documents. Our analysts verify each data point.

Document collection

We gather documents across all your investments and bring them altogether

Data analytics

Raw data becomes insightful performance data

Data sharing

You and your tax advisors get direct access to clean, structured data

Consolidated view
of all asset classes

Consolidated view
of all asset classes

Know your current net worth

Daily updated tracking of liquid and illiquid assets - effortlessly

Automatic file system for all your assets

All data and documents always ready for you and third parties such as tax advisors

Manage your liquidity
holistically

Manage your liquidity holistically

Understand your liquidity needs

Your personal J-Curve is automatically calculated based on the aggregated external investments

Capital call automation

We track and service capital calls for you, you just need to give your permission for the payment

Enhanced analytics of
your investments

Enhanced analytics of your investments

Performance comparison

Compare the performance of your investments across asset classes fully automated

Analysis of individual investments

Drill into the performance of specific funds and see underlying investments

Spheres vs. Traditional Setup

Single Family Offices and UHNWI save

Single Family Offices and
UHNWI save

0
0

%

%

%

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–

0
0

%

%

%

of costs against a typical
SAAS software setup with our flat price.

Book your demo

Easy & Efficient Onboarding. Weeks instead of months.

Easy & Efficient Onboarding.

Days instead of months.

Alignment call

Based on what you've shared, we plan an efficient onboarding of your portfolio.

Getting access

We take care of getting all accesses needed, collect the data and read it out

Review

We review the portfolio together and hand it over to you in a short call

Deep analytics