Wealth Command is a unified system with a one-of-a-kind combination of features that span data aggregation and reconciliation, multi-entity accounting, performance, alternatives, and reporting.
Wealth Command replaces fragmented point solutions with one integrated operating platform—lowering total cost of ownership, alleviating tech stack risk, and elevating internal staff to oversight roles.
Unifies investment, accounting, and performance data through single point of entry processing.
Decreases cost and labor for external tax accountants through integrated Book and Tax general ledgers.
Eliminates manual spreadsheet workarounds and operational risks associated with a diversified software stack.
Shifts internal family office staff from administrative data-entry roles to high-value oversight and control.
Family Offices Supported Worldwide
Family Wealth Assets Aggregated
Single Point Entry Data Consistency
Wealth Command unifies the Investment, Accounting, and Performance Books of Record into one single source of truth.
Built with an integrated two-sided general ledger that updates simultaneously with every transaction. Features single point of entry processing, US-based Tax GL, configurable chart of accounts, and customizable P&L financial statements.
Single pricing source for exchange-traded securities, independent processing for corporate actions and income reclassification, daily cash and position reconciliation, and a history of supporting SSAE and SEC audits.
Daily Time-Weighted Returns (TWR) for accurate view of results during volatile periods, security-level performance attribution, IRR, risk metrics (Alpha, Beta, Sharpe Ratio), and customizable blended benchmarks.
Aggregate data across custodians and private investments into a single source of truth, eliminating manual spreadsheets, reducing labor for external tax accountants, and alleviating tech stack risk.
Flexible consolidation of accounts across complex shared ownership structures and multi-generational family entities, maintaining manager or strategy-level benchmarks without secondary tools.
Performance professionals review and validate returns frequently to ensure accurate client reporting, elevating internal family office staff to oversight and control rather than administrative data-entry roles.
Wealth Command adapts to the specific operational requirements of family offices, wealth management firms, RIAs, and trust institutions.
Consolidated multi-entity accounting, family privacy controls, and household-level reporting.
Centralized operational infrastructure for multi-asset family portfolio oversight and client servicing.
Shared operating layer for advisors requiring integrated family accounting and reporting continuity.
Institutional fiduciary ledgers and family office servicing integration.
Integrated custody feed processing, multi-asset position control, and transaction reconciliation.
Discover how Wealth Command's two-sided general ledger, daily TWR performance, and single point of entry data aggregation simplify family office operations through one coordinated operating platform.
