AI-Powered Family Office

Your wealth deserves an AI that never sleeps

PortfolioMind monitors your portfolio 24/7, coordinates documents, tracks deadlines, and takes action. Not another dashboard. An AI employee.

Get Early Access →

The Problem

Family office software is stuck in 2015

Expensive platforms that still require humans to drive them. Dashboards you have to check. Reports you have to run. Alerts you have to configure. You're paying for software and still doing all the work.

Traditional Software

→ Dashboards you check manually
→ Reports you have to request
→ Alerts you configure yourself
→ Data entry still required
→ Coordination is still on you

PortfolioMind

→ Monitors everything autonomously
→ Sends proactive insights
→ Coordinates with tax & legal
→ Tracks every deadline
→ Works while you sleep

Capabilities

An AI employee, not a tool

📊

24/7 Portfolio Monitoring

Watches your positions across all accounts. Alerts you to changes that matter. No more morning check-ins.

📋

Document Coordination

Tracks tax documents, estate plans, insurance policies. Follows up with advisors automatically.

⏰

Deadline Tracking

Stock option expirations, RMDs, tax deadlines, insurance renewals. Never miss a date again.

🤝

Advisor Coordination

Bridges communication between CPAs, attorneys, and investment managers. One source of truth.