Private Systems
Family Office Dashboard
The Problem
A ultra-high-net-worth family in London had wealth spread across multiple banks, property portfolios, and private equity holdings with no unified view.
The Approach
Built a secure, private dashboard aggregating data from multiple financial institutions via API integrations. Real-time portfolio tracking, property valuations, and family governance tools - all behind enterprise-grade authentication.
The Outcome
The family now has a single pane of glass for their entire wealth picture. Decision-making time on investment allocation reduced significantly.
CategoryPrivate Systems
Stack
ReactNode.jsAWS
OutcomeReal-time wealth overview for a UHNW London family
£50M+
Assets tracked
6
Data sources
Real-time
Updates