Solve The Most Challenging Family Office Pain Points
We’ve sat in your seat. You’ve invested heavily in wealth-tech platforms — only to end up frustrated by rising costs, manual workarounds, and the same gaps in visibility you set out to fix.
ADI changes that equation. Our AI Mobility Engine automates the entire data lifecycle, from ingestion and cleaning to analysis and visualization, reducing technology overhead while increasing the value of every insight.
With ADI, your data becomes mobile, your workflows self-driven, and your team free to focus on what actually generates returns. The result: lower costs, higher productivity, better communication, and faster, smarter decisions that drive real performance.
Technology onboarding and system migrations can be daunting, often extending timelines, driving up costs, and testing client patience along the way. ADI tackles the hidden costs of tech transitions head-on, resolving issues like data cleanup, aggregation complexity, and poor knowledge transfer. The result: a faster, more cost-efficient process that strengthens your team’s capabilities and minimizes ongoing vendor dependency.
Is your data scattered across systems that don’t talk to each other? ADI specializes in eliminating the persistent challenges of data aggregation. We resolve issues like incomplete bank feeds and manual collection processes—especially around real estate data—so your team can focus on higher-value work. Our solutions bridge reporting gaps and dramatically reduce operational overhead, transforming how your business manages data.
Managing alternatives and non-financial assets becomes challenging when unstructured data slows everything down. ADI’s automation engine extracts, aggregates, and reconciles data with precision, replacing manual PDF work with a seamless, intelligent workflow. The result: faster onboarding, cleaner reporting, and more reliable data across your organization.
Maintaining accurate entity and ownership structures is challenging. Layers become convoluted, reporting breaks down, and errors—like “ghost assets”—creep in. ADI automates this complexity, identifying and correcting discrepancies to streamline reporting and accounting. With ADI, you gain clarity, accuracy, and the confidence to make better decisions.
For family offices and wealth managers, documents carry the information that powers decisions—yet the processes behind them remain slow and manual. ADI changes that. Our AI-driven solutions streamline extraction, organization, and system integration, cutting down on human effort and operational costs. With ADI, document management becomes faster, cleaner, and far more effective.
If your current dashboards can’t fully answer essential questions—whether about liquidity, performance, cash flows, commitments, or tax basis—you’re not alone. Most systems struggle to present complex information in a meaningful way. ADI provides customized reporting solutions that turn scattered data into actionable intelligence. Let’s explore how to strengthen your reporting foundation.
Siloed tech stacks and weak interoperability slow organizations down. ADI specializes in fixing interoperability issues across your tech stack, including accounting, CRM, reporting, tax, planning, and analytics tools, ensuring they work together as one. If APIs are holding you back, we can help. Let’s enhance your tech stack for smarter integration and better results.
Wealth tech often promises effortless automation, yet the day-to-day reality is far more demanding. Behind the scenes, operations teams manage complex, high-touch platforms. ADI recognizes that sustainable performance requires continuous engagement—not wishful thinking. Let’s discuss how to set realistic expectations and make your technology work the way it should.
Data lives in multiple systems both internal and external to an organization, leading to communication gaps and operational friction. ADI solves this by consolidating data into a unified, real-time framework. The result? Fewer silos, better communication, and a more coordinated, high-performing organization.
Data & System Fragmentation
Incomplete or inaccurate data aggregation across all sources?
YES
ADI
Documents are the source for unstructured data and no automated way to extract, cleanse and consolidate data from every type document?
YES
ADI
Complex entity resolution & data normalization is not automated and dependent on manual work.
YES
ADI
Your software doesn't seamlessly talk to each other. You can't easily view one unified view, or share or merge data across your tech stack.
YES
ADI
Customization is limited. Software struggles to easily tailor reports to family member views, pooled vs. direct ownership.
YES
ADI
Onboarding long, expensive, and very manual?
YES
ADI
Alternatives workflows require manual work, even when third parties are involved?
YES
ADI
What are your costliest pain points?
We’ve sat in your seat. You’ve invested heavily in wealth-tech platforms — only to end up frustrated by rising costs, manual workarounds, and the same gaps in visibility you set out to fix.
ADI changes that equation. Our AI Mobility Engine automates the entire data lifecycle, from ingestion and cleaning to analysis and visualization, reducing technology overhead while increasing the value of every insight.
With ADI, your data becomes mobile, your workflows self-driven, and your team free to focus on what actually generates returns. The result: lower costs, higher productivity, better communication, and faster, smarter decisions that drive real performance.
Solve The Most Challenging Family Office Pain Points
Costly, Complex Onboarding & Painful System Transitions
Technology onboarding and system migrations can be daunting, often extending timelines, driving up costs, and testing client patience along the way. ADI tackles the hidden costs of tech transitions head-on, resolving issues like data cleanup, aggregation complexity, and poor knowledge transfer. The result: a faster, more cost-efficient process that strengthens your team’s capabilities and minimizes ongoing vendor dependency.
Incomplete or Inaccurate Data Aggregation
Is your data scattered across systems that don’t talk to each other? ADI specializes in eliminating the persistent challenges of data aggregation. We resolve issues like incomplete bank feeds and manual collection processes—especially around real estate data—so your team can focus on higher-value work. Our solutions bridge reporting gaps and dramatically reduce operational overhead, transforming how your business manages data.
Unstructured Data Bottlenecks
Managing alternatives and non-financial assets becomes challenging when unstructured data slows everything down. ADI’s automation engine extracts, aggregates, and reconciles data with precision, replacing manual PDF work with a seamless, intelligent workflow. The result: faster onboarding, cleaner reporting, and more reliable data across your organization.
Complex Data Normalization & Entity Resolution
Maintaining accurate entity and ownership structures is challenging. Layers become convoluted, reporting breaks down, and errors—like “ghost assets”—creep in. ADI automates this complexity, identifying and correcting discrepancies to streamline reporting and accounting. With ADI, you gain clarity, accuracy, and the confidence to make better decisions.
Cumbersome Document Data Dependencies
For family offices and wealth managers, documents carry the information that powers decisions—yet the processes behind them remain slow and manual. ADI changes that. Our AI-driven solutions streamline extraction, organization, and system integration, cutting down on human effort and operational costs. With ADI, document management becomes faster, cleaner, and far more effective.
Reporting Shortfalls & UX Limitations
If your current dashboards can’t fully answer essential questions—whether about liquidity, performance, cash flows, commitments, or tax basis—you’re not alone. Most systems struggle to present complex information in a meaningful way. ADI provides customized reporting solutions that turn scattered data into actionable intelligence. Let’s explore how to strengthen your reporting foundation.
Siloed Systems Forcing Costly Integrations
Siloed tech stacks and weak interoperability slow organizations down. ADI specializes in fixing interoperability issues across your tech stack, including accounting, CRM, reporting, tax, planning, and analytics tools, ensuring they work together as one. If APIs are holding you back, we can help. Let’s enhance your tech stack for smarter integration and better results.
Mismatch of Wealth Tech Expections vs. Reality
Wealth tech often promises effortless automation, yet the day-to-day reality is far more demanding. Behind the scenes, operations teams manage complex, high-touch platforms. ADI recognizes that sustainable performance requires continuous engagement—not wishful thinking. Let’s discuss how to set realistic expectations and make your technology work the way it should.
Fragmented Communications Across Teams & Organizations
Data lives in multiple systems both internal and external to an organization, leading to communication gaps and operational friction. ADI solves this by consolidating data into a unified, real-time framework. The result? Fewer silos, better communication, and a more coordinated, high-performing organization.
Built to Work
With Your Tech Providers
ADI unifies data across your ecosystem, transforming fragmented tools into ONE connected decision layer — without disruption or costly rebuilds.
We turn disconnected data into streamlined decisions that save you time and money.
ADI's Data Mobility Engine
Built to solve the toughest data and operational challenges
for Family Offices and Wealth Managers
Connects everything and anything in your tech stack or outside of your environment. Fill reporting gaps and access more data sources effortlessly.
Gives you visibility into every corner of your organization
Normalizes data and brings clarity to chaos
Automates workflows to boost efficiency and reduce operating costs.
Accelerates implementation and realize immediate impact.
Gain real-time insights into data and documents.
s
Equip your system with robust historical data.
ADI'S
Data Mobility Engine
Generates unified, cleansed, normalized data, tuned for the wealth industry and AI-ready for you to SEE EVERYTHING and ASK ANYTHING.
All your data sources finally connected, from PDFs to systems, emails to spreadsheets, to internal and external sources.
CONNECTS
Automatically capture and structure information from any document or format.
EXTRACTS
Clean, validate, and enrich data with AI to ensure accuracy and consistency.
CLEANS
Merge structured and unstructured data into one connected decision layer.
UNIFIES
See everything in context — relationships, entities, and performance — instantly.
ANALYZES
Live monitoring and alerting of critical issues, tailored to how you work.
MONITORS
Export, share, or simulate decisions across your ecosystem with ease and confidence.
EXPORTS
Intelligence That Transforms the Way Family Offices Work.
ASK ADI
Interact with your entire wealth ecosystem using natural language — chat, type, or prompt to uncover insights instantly. Whether it’s tracing capital flows, checking liquidity, or comparing performance across entities, ADI delivers precise answers from unified, verified data
ADI LENS
Reveals what’s hidden in your data — visualizing connections, ownership structures, and performance drivers across your ecosystem. It brings order and transparency to complex multi-entity portfolios, showing how everything fits together in one intelligent view.
06
EXPORTS
See everything in context — relationships, entities, and performance — instantly.
01
CONNECTS
All your data sources finally connected. from PDFs to systems, emails to spreadsheets.
02
EXTRACTS
Automatically capture and structure information from any document or format.
03
CLEANS
Clean, validate, and enrich data with AI to ensure accuracy and consistency.
04
UNIFIES
Merge structured and unstructured data into one connected decision layer.
05
ANALYZES
See everything in context — relationships, entities, and performance — instantly.
ADI'S
Data Mobility Engine
Intelligence That Fits the Way Family Offices Work.
We Are Unstructured Data Specialists for Complex Organizations
What ADI Can Do For Your Family Office
Creates A Clean, Unified Data Foundation
Builds a truly unified data foundation by consolidating information from any source—internal or external. Emails, documents, CRMs, spreadsheets, statements—everything comes together in one place.
Connects to Everything You Use
No code, no hassle. ADI connects to anything in your tech stack—and far beyond it. Your data becomes mobile, portable, and completely under your control.
Automates Your Workflows
Automates manual workflows—from portfolio updates and alternatives processing to reporting, GL synchronization, data cleaning, and testing. Triggers alerts, updates, and reports automatically, eliminating manual effort.
Masters Unstructured Data at Any Scale
ADI handles every document type. We don’t just extract and normalize data—we enrich it, store it in your libraries, and make it available to any system you use.
Powered by Models Tuned for Family Offices
Unlike ChatGPT or Gemini, ADI includes pre-packaged wealth-fluency models purpose-built for family offices—capable of unifying unstructured data, accelerating onboarding, monitoring portfolios, and constructing complex estate structures.
Enterprise-Level Intelligence and Chat
Access and use every piece of data and every document in your organization. ASK ADI lets you create custom dashboards instantly, simply by asking. Say goodbye to rigid, restrictive reporting.
Instant Entity Structure Creation & Maintenance
Automatically creates and updates entity structures from your documents and emails. Get a clean, exportable view of how entities, assets, and people relate. New documents flow in, and ownership, relationships, and valuations update automatically.
Intelligent Data Tagging & Organization
Automatically tags and classifies data from every source, making it easy to find, use, share, and manage across your organization and systems. Duplicate and fragmented records are merged into one trusted view.
Eliminates Redundant Tech and Processes
ADI reduces cost and complexity by improving how your systems communicate and operate. It strengthens the tools you rely on—and helps identify where fewer solutions could serve you better. With ADI, your tech stack functions as a unified, integrated ecosystem.
From data chaos to connected intelligence — ADI unifies every source into one decision layer that works smarter, faster, and more profitably.
Accelerate Your AI Strategy. See Results In Days, Not Months.
Normalize
Map
Analyze
Export
CONNECT
with everything you already use
data from documents, databases, emails, excel
EXTRACT
Connect
Everywhere
Extract
Data
Normalize
Data
Map
Seamlessly
Provide
Insights
Export
Data
Our specialist-trained Agentic AI has limitless reach across every data and document source inside and outside your organization.
-
Reach across all data sources, inside or outside your organization
-
Read and extract data from all applications, emails, excel, databases
-
Chat with your data and answer any question
Automate any workflows
Effortless connect and synchronize data from different applications -
Generate dashboards, tables, and visualizations for indepth insights
-
Export data in any format
A COMPLETE ENTERPRISE VIEW EVERY TIME
Seamless integration across any data and document source
Data
Applications
Documents
Emails
Spreadsheets
TechStack
REAL-TIME ANSWERS
Ask Questions. Get Answers
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AUTOMATE WORKFLOWS WITH CONFIDENCE
Automate what slows you down
Onboarding
Technology migration
Unstructured data workflows
Build & monitor entity structures
Repetitive tasks
Reconciliation across specialized data and tech
D
ACCELERATED RISK & COMPLIANCE INVESTIGATIONS
Describe the product here. Include important features, pricing and other relevant info. Consider adding an image or video of the product.
E
EASILY SHARE YOUR DATA WITH ANY SOFTWARE
Describe the product here. Include important features, pricing and other relevant info. Consider adding an image or video of the product.
Built by Wealth Professionals, for Wealth Professionals
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The Technology Disillusionment Curve
Why Most Family Office Reporting Platforms Fail to Deliver the Promise
Built to connect entire wealth ecosystem
Unlock total portfolio visibility with secure, automated data intelligence so your team can focus on strategy, not spreadsheets.
Seamlessly integrate alternative assets, custodial feeds, and client reporting into a single intelligent platform that scales with your business.
Enhance your ecosystem with a powerful data mobility layer that normalizes, enriches, and delivers trusted information across your stack.
Power your client solutions with AI-driven data orchestration, streamlining aggregation, reporting, and service delivery at scale.