top of page
.png)
Managing Wealth Better with AI
We help family offices to transform their investment, operation, research & compliance with AI
Wealth Pilot
-
Consolidate: Multi-custodian data, normalized and reconciled daily.
-
Research: AI-assisted screens, notes, and investment briefs tied to live portfolios.
-
Trade: Ticket creation, pre-trade checks, routing to PBs, and audit trails.
-
Report: Client reports, fee runs, and compliance packs—on schedule, in your branding.
-
Collaborate: Secure workspace with roles/approvals for RMs, CIOs, and Ops.
-
Integrate: Private banks, market data, CRM, and document systems.
Ecosystem & Proof
-
Used by Single and Multi Family Offices in Hong Kong and Singapore
-
Built with private-bank partners
-
NVIDIA Inception
-
PolyU Micro Fund Top Performer
-
HKSTP community
Request a demo, consultation, or simply connect with our team to learn more about how Turoid can help your business excel.
bottom of page