Impact Engine

The AI revolution will reshape your clients' portfolios.
The question is how much.

AI Disruption

Every holding scored. Every assumption visible. Adjust the variables yourself.

Geopolitical Risk

20+ variables — Taiwan, cyber, food security — mapped across the portfolio.

Traditional Analysis

Allocation, concentration, tax, liquidity, multi-entity. The full toolkit, automated.

Traditional Analysis

The full playbook,
automated.

Allocation Review
Asset class distribution vs. targets with drift detection and rebalancing triggers across equities, fixed income, alternatives, and cash.
Concentration Risk
Single-name, sector, geographic, and factor exposure analysis with customizable threshold alerts.
Tax & Fee Efficiency
Unrealized gain/loss mapping, tax-loss harvesting candidates, embedded fee analysis, and cost basis optimization.
Liquidity Analysis
Illiquidity ratio, lockup schedules, redemption windows, and cash-flow stress testing across the full portfolio.
Rebalancing & Recommendations
Prioritized, tax-aware action items with estimated impact, urgency scoring, and client-ready reporting.
Multi-Account & Entity View
Aggregate analysis across trusts, foundations, family LLCs, IRAs, and taxable accounts in a unified lens.
+
Proprietary Lenses

Views nobody else
can give you.

AI Disruption Mapping
How AI reshapes every holding — margin compression, automation risk, competitive displacement scored 0-10.
Geopolitical & War Modeling
Taiwan strait, cyber warfare, food security, trade conflicts — modeled holding-by-holding across the portfolio.
Transparent Assumptions
Every score traces to visible, adjustable inputs. Built for the client meeting, not the back office.
Interactive Scenarios
Adjust disruption levels live. Watch how changes ripple through holdings, sectors, and the total portfolio.
Risk vs. Beneficiary Analysis
Separate holdings into winners and losers under each disruption scenario. See the net portfolio impact.
Client-Ready Reports
Generate presentation-quality deliverables from any lens — branded, polished, and ready for the family meeting.

Every assumption is visible.

Your clients ask hard questions. Show them how each risk factor was scored — and let them adjust it.

Business Model Disruption

Your clients' data. Your terms.

Two deployment models — choose the one that fits your firm's security requirements.

☁
Cloud

Managed Cloud

Enterprise-grade hosted infrastructure with end-to-end encryption, SOC 2 compliance, and role-based access controls. We manage the platform — you manage your clients.

End-to-end encryption at rest and in transit
Role-based access and audit logging
Zero data retention on AI processing
⊟
On-Premise

Private Deployment

Full Impact Engine installation within your firm's own infrastructure. Client data never leaves your network. Complete control over access, storage, and compute.

Runs entirely within your environment
No external data transmission
Custom integration with existing systems

Your clients will ask about AI.
Have the answer ready.

We're onboarding wealth management firms managing HNW and UHNW families. Request a demo and we'll walk your team through it.