Enterprise SSO
Planned: sign in through your organization’s identity provider. Supported providers and setup details are still to be defined.
ROADMAP · PLANNED
Building on a clearer treasury foundation.
These are areas we plan to develop. They are separate from today’s available capabilities; scope and delivery dates have not been announced.
Planned platform capabilities.
AI/ML-assisted analysis
Planned: help treasury teams explore their data and identify insights, with access controls and human review. Initial use cases remain to be defined.
Broader family-office coverage
Planned: extend investment record-keeping into additional asset categories, building on the eight currently supported asset classes.
PLANNED INVESTMENT CATEGORIES
More of the family-office portfolio.
Real estate
Property investment records, with property types, ownership details and workflows to be defined.
Commodities
Investment records for gold, silver and additional commodities within the future agreed scope.
Collectibles & other investments
Categories such as art and vintage cars, with valuation and record-keeping requirements to be defined.
Digital assets
Digital-asset investment records, with supported asset types and workflows to be defined.
Start with what is available today.
Family Office Plus brings investment management together with cash, borrowings, risk and policy. The planned categories above are future additions to that scope.
LET’S TALK TREASURY
Help shape the next chapter.
Tell us about your treasury workflows and the investment records your team needs to manage.