Every adviser asks your families for the same documents.
Onboarding, KYC, adviser coordination and family reporting, with every access on the record.
What we run
- Family onboarding and KYC refresh
- Documents collected once across advisers
- Vendor requests and approvals in one place
- Family reporting packs
First review
The number we measure first.
Times a family's documents are requested in a year
Model it, build it, stand behind it
Three steps. You can stop after the first.
Review
Where requests and documents stall, and what each fix is worth.
- Length: About a week
Build
One client journey, live in your systems, against a written baseline.
- Length: Two to four weeks
Run
We operate and extend it. If it misses, the fix is ours.
- Length: Monthly, cancel any time
Discretion is the job
Every action sits behind one of three gates.
Runs on its own
Confirmations, reminders, filing.
Drafts, then waits
Replies, quotes and documents a person approves.
A person decides
Payments, anything sensitive, anything leaving the firm.
Every access logged. Sensitive data kept apart. No client named without consent.
Built in our own operation first
Alea runs on the same layer we build for clients. We open it up on the call.
Our own operation
Pipeline, content and operations run by agents, with a person approving what leaves.
Two businesses, one operator
One open-source agent rebuilt into a production operations layer, run by one person.
Systems we work inside
- Addepar
- Masttro
- Aleta
- Altoo
Answers for this industry
How do multi-family offices stop collecting the same documents twice?
Who can automate operations for a multi-family office?
See what your firm asks twice
Thirty minutes. Under NDA if you prefer. No obligation.