Unified Infrastructure forWealth Across Structures
Wealth platforms and family offices manage capital across entities, generations, and asset types with advisors, custodians, and administrators each holding a different piece of the picture. Tranche:os connects onboarding, registry, reporting, and client access into a single coherent system, aligned to your platform and the relationships it's built on.
Where operational
complexity compounds
A modular operating foundation
The gaps between onboarding, record-keeping, and client reporting are where the most time is lost. Our architecture addresses each of those points and the connections between them.
Unified registry across entities and accounts
Portfolio-wide view of holdings and exposure
Branded interface for client access and reporting
Integrated with existing advisors and custodians
No rip-and-replace
Structured for Your
Operating Model
Every entity,
one place
Trusts, companies, SMSFs, individual accounts all managed together. Beneficial ownership is mapped clearly, relationships are maintained accurately, and nothing important lives in a spreadsheet.
A real,
consolidated view
Advisors and principals see holdings across asset classes, structures, and providers in one place. Exposure and movements are current and are not compiled the night before a review.
The right access
for the right person
Principals, advisors, and beneficiaries each see what's relevant to them. Permissions sit at the entity and participant level, within a single system that holds the authoritative record.
Verify once,
apply across everything
Onboard an individual or entity once, then carry that verified identity across accounts, investments, and structures including when new accounts are added or ownership changes hands.
Reporting that doesn't
require assembly
Consistent reporting across all entities, investments, and time periods. Clients see their positions clearly. Your team isn't manually stitching data together from five different sources to produce it.
A front end
your clients will trust
Give principals and beneficiaries a branded environment to review holdings, access documentation, and engage with new opportunities at the standard they expect from the people managing their wealth.
Interested in exploring Tranche:os?
Book a walk-through to see how Tranche:os fits your current operations or supports a new one.