Family Office AI Dashboards
A family office AI dashboard integrates investment, financial, and operational data into a single interface, providing real insights into portfolio performance, liquidity, and risk metrics. By leveraging AI-driven analytics, it allows family office teams to monitor their wealth across multiple asset classes efficiently and make data-informed strategic decisions with enhanced clarity. *Dashboards provided by Subjacent
AI‑Powered Estate Planning Tools Tailored to Your Life
We offer intelligent estate planning tools that adapt to your unique circumstances, your family structure, assets, goals, and long‑term wishes. Instead of generic templates, our AI analyzes your inputs and generates personalized design such as wills, trusts, healthcare directives, to optimize wealth transfer strategies, tax efficiency, and succession planning.
Financial Planning & Retirement Forecast
Our financial planning retirement tool provides dynamic forecasts for cash flow, investments, and net worth, incorporating all sources of income, expenses, assets and liabilities and stress tests for interest rate changes and alternative economic scenarios.
Life Events Divorce & Inheritance
This tool features specialized life event modules that assess and model the financial impacts of divorce and inheritance, enabling users to plan for asset division, spousal support, and wealth transfer while safeguarding long-term financial security. It also provides a format to digital output requirement for the NY court system to accept as DRL §236.
Catalog of Tools & Proprietary Tools
Our clients increasingly look for deeper insight, greater clarity, and tools that go beyond what the industry has traditionally offered.
To meet that demand, we launched our sister company, Subjacent, dedicated to building advanced, AI‑designed tools that were either impossible or cost‑prohibitive just a couple years ago.
If you’d like access to our proprietary tools and dashboards, or if you’re interested in custom‑built solutions to enhance efficiency across your business, we’d be glad to discuss how we can support you.
