Family office software, built on agentic artificial intelligence
Private BetaΩSUITE (OSUITE) is portfolio analytics for family offices, boutique asset managers and private bankers.
Family-office CIOs (chief investment officers) and analysts, PMs (portfolio managers) at boutique and smaller asset managers, and private bankers get risk, factor and regime numbers with method and source, inside the AI (artificial intelligence) they already use.
Not a crypto or DeFi (decentralized finance) 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 (United States) | Stagflation — regime-model probability 68% |
| VaR (Value at Risk) 95%, 1 day | $119.4K on $10M (1.2%) |
| CVaR (Conditional Value at Risk) 95%, 1 day | $149.7K |
| Market beta FF5 (Fama–French five-factor model), 3Y | 0.62 — R² 0.89 |
| Concentration, HHI (Herfindahl-Hirschman Index) | 0.070 across 34 lines |
Read-out: in a stagflation regime the book holds 5% gold and 4% TIPS (Treasury Inflation-Protected Securities), exposure measured with method and source.
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 measures drift, concentration and exposure against the firm's model or limits you set; the human decides.
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 (chief investment officer), 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 · drift · concentration · exposure
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 (comma-separated values), 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, drift and concentration versus the model portfolio, 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 (Cboe Volatility Index) 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.
How gold, silver, uranium and crypto exposure are measured in the portfolio
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 intellectual property. The output is what your client sees.
Where does this portfolio stand against the current regime and the limits or model you set? One-page assessment against published criteria, with every finding sourced.
Stress-test the book against tail events and show where it is exposed.
Explain performance vs benchmark with factor-level attribution — not just a number, a reason.
Macro snapshot on demand: regime, rates, volatility and spreads, each with method and source.
An instrument in the book, or one under review, from every angle: fundamentals, technicals, sentiment, factor exposure.
Screen instruments against published criteria, with fundamental data and explicit rationale. You decide what enters the book.
Precious metals and macro context, measured against the book.
Claude · ChatGPT · Grok — any assistant compatible with MCP (Model Context Protocol). 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 artificial intelligence 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 (System and Organization Controls 2) and ISO/IEC 27001 (the international standard for information security management) certified infrastructure.
Hosted on SOC 2 and ISO/IEC 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 (Amazon Web Services, Microsoft Azure, Google Cloud Platform, 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.
ΩSUITE is portfolio analysis software for family offices, boutique asset managers and private bankers: every number is computed by deterministic code and returned with method and source. It is not a crypto or DeFi (decentralized finance) product, but it also analyses the risk of crypto exposure, read-only. 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 (Model Context Protocol) or in a web app. It is currently in private beta.
Via MCP (Model Context Protocol), ΩSUITE receives only tickers and weights and returns numbers with method and source. It stores no client identity or records.
No. ΩSUITE is the portfolio-analytics product at osuite.finance and is not affiliated with other products using similar names.
ΩSUITE is built for professionals who allocate capital without a quant team, on one engine. Family offices use it. Partners, CIOs (chief investment officers) 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.
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 (artificial intelligence). It works inside the AI assistant you already use, such as Claude, ChatGPT or Grok. Any assistant compatible with MCP (Model Context Protocol) 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 (assets under management), tiered. Asset Manager pricing is per seat. Both include the full analytical module library via MCP (Model Context Protocol) 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.