Family office software, built on agentic AI
Private BetaVerified analytics for professionals without a quant team.
Family-office CIOs and analysts, PMs at boutique and smaller asset managers, and private bankers get risk, factor and regime numbers with method and source, inside the AI they already use.
Not a crypto or DeFi product: we also analyse crypto exposure risk, read-only, with no keys or wallets.
Running a portfolio health check on the book.
Ω risk · regime · factors ✓| Macro regime (US) | Stagflation — 68% confidence |
| VaR 95%, 1 day | $119.4K on $10M (1.2%) |
| CVaR 95%, 1 day | $149.7K |
| Market beta (FF5, 3Y) | 0.62 — R² 0.89 |
| Concentration (HHI) | 0.070 across 34 lines |
Read-out: in a stagflation regime the engine flags commodities and TIPS; the book holds 5% gold and 4% TIPS.
Every number is computed by deterministic code and returned with method and source. Language models are used only for news sentiment and text summaries, never for numbers. The professional decides.
Who decides what
Final judgment, high ambiguity.
The AI proposes a rebalance or a what-if; the human confirms.
Within thresholds: data checks, flags, abstention.
An instrument, not a terminal. Pick the modality that fits your workflow, or use both: the same 24 modules, exposed two ways.
Professionals who allocate capital without a quant team, from family-office CIOs to boutique PMs and private bankers, need the same thing: depth without black boxes.
| Who | Uses | Needs |
|---|---|---|
| Family Office | Partner, CIO, analyst | White-box analytics, independence, the principal can verify what managers report. |
| Boutique Asset Manager | PMs and analysts at boutique and smaller asset managers, without a quant team | Factor, risk, options and regime analytics, strategy track record. |
| Private Banker | Private bankers and financial advisors, at banks, advisory networks or in independent practice | Check each client portfolio against the house model, or their own mandate, with repeatable numbers to defend in client meetings. |
positions from your broker or custodian
24 white-box modules
Claude · ChatGPT · Grok — where reasoning happens
report · what-if · proposal
No order execution. The professional decides; ΩSUITE never needs to know who the end client is.
Also as a web app. Same engine, no AI setup: upload Excel or CSV, run the analysis, export the report. Excel and CSV files are analysed and deleted immediately. Nothing is retained.
Know what you own, what drives it and where it is exposed.
Show a client or a committee the method and the source behind every figure.
A clear reason to keep the one you have.
For forty years, finance software gave professionals more data. ΩSUITE helps them think with it.
They follow from our North Star: analytics you can inspect, infrastructure you own, and language models that summarise rather than execute.
Every calculation is auditable. No black boxes.
Stateless by design: we store no client records. On-premise deployment available on request.
Language models write news sentiment and text summaries. They never compute numbers. The professional decides. No automated execution.
Each output shows where a security stands against published criteria, with sources. Data gaps are flagged, never filled.
Same engine. Family Office: onboarding, morning brief, what-if, rebalance proposals, client-ready reports. Asset Manager: factor, risk, options and regime analytics, strategy track record.
Audits a portfolio from the client's own statements: true returns, real costs, mandate drift. Every number graded and sourced. Abstains when data is insufficient. Bank and broker statements are analysed and deleted immediately. Nothing is retained.
Each family groups multiple white-box modules grounded in published quantitative methods.
Macro regime detection, volatility and VIX analysis, and bond analytics for the context your decisions sit in.
Factor analysis, equity analysis against published criteria, and a value score for intrinsic value, moat and quality.
Gold, silver and uranium, plus options pricing and Greeks.
Portfolio risk, portfolio intelligence, optimisation and construction. Every number is computed by deterministic code.
News sentiment from language models, read-only crypto portfolio risk, and a Private Banker meeting brief. Language models are used only for news sentiment and text summaries, never for numbers.
Pre-built analyses that start from the book your client already holds. Methods are published; how we combine them is our IP. The output is what your client sees.
Is this portfolio aligned with the current regime and the client's risk mandate? One-page assessment against published criteria, with actionable findings.
Stress-test the book against tail events and lay out the defensive responses.
Explain performance vs benchmark with factor-level attribution — not just a number, a reason.
Macro snapshot on demand: where we are in the cycle, what's priced in, what's not.
An instrument in the book, or one under review, from every angle: fundamentals, technicals, sentiment, factor exposure.
Screen new ideas against published criteria, with fundamental backing and explicit rationale. You decide what enters the book.
Precious metals and macro context for commodity allocation decisions.
Claude · ChatGPT · Grok — any MCP-compatible assistant. Reasoning, conversation and client context live here.
Positions come from the client's own connection.
Family Office and Asset Manager editions · 5 families
Market and macro data from public and licensed sources
Stateless via MCP: no client identity, no client records written on our servers. Client data stays in the EU. The website is hosted by Vercel. On-premise deployment available on request.
Your AI already holds client and bank data. Via MCP, ΩSUITE receives tickers and weights, returns numbers with method and source, and stores nothing. Excel and CSV files and bank or broker statements uploaded to the web app or the Wealth Auditor are analysed and deleted immediately. Nothing is retained.
Non-custodial: ΩSUITE never holds client money or assets.
clients, accounts, positions
agents built into the bank's stack
An enterprise loop.
Claude · ChatGPT · Grok — client and bank data already there
computes · stores nothing
A plug-in: we add numbers, we take nothing.
Hosted on SOC 2 and ISO 27001 certified infrastructure.
Hosted on SOC 2 and ISO 27001 certified infrastructure.
Deploys, configuration changes and access events are logged at infrastructure-provider level. Available for internal audits.
Prefer full ownership? Every module is a container. Deploy the entire stack on your own infrastructure (AWS, Azure, GCP, bare metal) with your existing compliance framework.
From protocol access to full on-premise deployment. Mapped to the audiences above. Private bankers and financial advisors: pricing on request.
Not a crypto or DeFi product: we also analyse crypto exposure risk, read-only, with no keys or wallets. Every number is computed by deterministic code and returned with method and source. Language models are used only for news sentiment and text summaries, never for numbers. The professional decides. ΩSUITE offers 24 white-box analytical modules in 5 families, used through MCP or in a web app. It is currently in private beta.
ΩSUITE is built for professionals who allocate capital without a quant team, on one engine. Family offices use it. Partners, CIOs and analysts get white-box analytics, so the principal can verify what managers report. Boutique and smaller asset managers use it too. Portfolio managers and analysts get factor, risk, options and regime analytics and strategy track record. Private bankers and financial advisors, at banks, advisory networks or in independent practice, use it to check client portfolios against the house model, or their own mandate. Enterprise deployments, white-label or on-premise, are available on request. ΩSUITE is available to professional clients in the EU and the US.
ΩSUITE is not investment advice. It provides analytical tools that support investment research and decision-making: every number is computed by deterministic code, and language models are used only for news sentiment and text summaries, never for numbers. It does not give recommendations, solicitations or guarantees of performance. Outputs show where a security stands against published criteria, not buy or sell calls. It does not execute orders. The professional decides, and users are solely responsible for their investment decisions. ΩSUITE is not registered as an investment adviser with any regulatory authority.
ΩSUITE does not replace your AI. It works inside the AI assistant you already use, such as Claude, ChatGPT or Grok. Any MCP-compatible assistant works. Your assistant calls ΩSUITE. Every number is computed by deterministic code and comes back with method and source. Language models are used only for news sentiment and text summaries, never for numbers. The web app needs no AI setup.
ΩSUITE has three commercial models, one for each way of engaging. Family Office pricing is basis points on analyzed AUM, tiered. Asset Manager pricing is per seat. Both include the full analytical module library via MCP and the web app. Enterprise is white-label and on-premise, for banks and large institutions. For private bankers and financial advisors, pricing is on request. Exact pricing is available on request. ΩSUITE is currently in private beta.
Early access opening soon.