Introducing Seneca.

A custom technology and analytical framework we use to aggregate our clients’ financial data and reveal the opportunities and gaps we exploit.

Holistic Evaluation
of Net Wealth

Comprehensive analytics including performance, risk, and fees.

Twenty-Four-Seven
Monitoring and Alerts

Alerts on portfolio changes, user activity, cash movements and more.

Global Aggregation
and Analytics

All assets across all investment vehicles across custodians, geographies and currencies.

Estate & Trust
Management

In depth perspective of your estate across generations for optimized legacy and succession planning.