The problem
Family offices track holdings across many banks and brokers, keep sensitive legal and tax documents, and need regular briefings. Most AI tools would require sending that information to a third-party cloud.
Holdings, documents and reminders in one private view, on an appliance in your own office.
Talk to us about your family officeA family's affairs are its most private data. Kuartal places a Family Office Cortex on an appliance in your office, or runs it for you in Indonesia, so holdings, documents and briefings stay with the family.
Family offices track holdings across many banks and brokers, keep sensitive legal and tax documents, and need regular briefings. Most AI tools would require sending that information to a third-party cloud.
A Family Office Cortex that brings holdings into one view, reads the family's documents, and prepares briefings and tax and estate reminders, on hardware the family controls.
Family data stays on an appliance in your office, or in a Kuartal-run data centre in Indonesia. Personal data is handled under local data-protection law. Tax and legal outputs are reminders for your advisers, not advice.
On-prem appliance or managed in Indonesia
Phase 2
Pulls holdings from banks and brokers into one view, reads the family's documents, and prepares briefings and tax and estate reminders.
For: Single- and multi-family offices, private banking teams and wealth managers
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