Understand
Connect custodians, documents, manager notes, holdings, events, and mandate rules.
Family Office Software in Hong Kong
Agentic AI for
the modern
family office.
Turoid helps Hong Kong and Singapore family offices turn portfolio data, documents, reporting, and internal workflows into AI agents that monitor, reason, and act with evidence.
Hong Kong & Singapore
Private-bank friendly
NVIDIA Inception
Turoid
Agentic AI
AI CIO on your own data
Inputs
Portfolio data
Context
Documents and notes
Reasoning
Risk and decisions
Action
Reports and workflows
Ecosystem
Agentic AI
One AI layer across investment, operations, and control
Family offices do not need another isolated dashboard. They need agents that can read internal context, monitor exposures, prepare decisions, and coordinate work across the investment office.
Reason
Ask questions across your own data and receive evidence-backed investment context.
Act
Route approvals, prepare reports, monitor exceptions, and coordinate the next workflow.
Use Cases
Built for wealth teams where complexity compounds quickly
Agentic AI becomes valuable when it can reduce operational drag, improve decision context, and help lean teams scale without adding headcount.
Multi Family Office
SFC 4,9 licensed office with $2B AUM and 30+ HNW clients
Multiple custodians, private banks, and fund administrators, supported by an Excel-heavy mid and back office with a 4-person ops team.
- Manual consolidation of bank statements and fund reports
- High workload for trade and cash reconciliation
- Turoid deployed AI extraction, reconciliation, and monthly client snapshots
- Internal web portal enabled natural-language portfolio queries
~80 hours
saved per month
2 weeks to 3 days
reporting cycle reduction
50+ clients
scaled without hiring
Private Credit Manager
$1B+ AUM manager running a complex feeder fund structure
Oversees 10+ funds across multiple strategies while dealing with fragmented data from custodians, fund admins, and underlying managers.
- Complex subscriptions, redemptions, and investor transfers
- High-touch reporting by fund and by investor
- Turoid deployed AI agents and custom report generation
- Internal portal supported historical activity and capital-flow search
>70%
monthly reporting workload cut
Less Excel dependence
more structured workflows
More funds, more investors
without additional hires
Team
Cross expertise in asset management and AI
Turoid brings together wealth management experience, AI engineering, full-stack product execution, and senior asset-management advisory depth.
Founder & CEO
Nick Wong
Wealth-tech founder with experience across business development, asset management, fintech, and bank AI implementations. Built US$1B+ alts investment platform Altive from scratch after starting his career at Macquarie.
AI Lead
Dr. Jason Hu
Previously co-founded a venture-backed tech startup in China and holds a PhD in Machine Learning from King's College London.
Engineering Lead
Jasmine Pak
Former AI Engineer at CLSA, where she led development of an internal AI chatbot used across departments.
Advisor
Gary Leung
Former Head of Alternatives APAC at J.P. Morgan Asset Management and former Head of Alternatives at Bank of Singapore.
Full Stack Engineer
Almat Zhezbaybe
Scholarship-winning engineer from Kazakhstan with a track record in building innovative full-stack solutions.
Advisor
Tian Tan
Founding Partner of Azuremount, a PE fund focused on SaaS investment, previously with EQT and Macquarie IBD.
Media
Turoid in the market
Coverage, announcements, and essays on how agentic AI is changing family-office operations and wealth management.
Annum Capital & Turoid: Co-Pilots in AI Transformation
Hubbis covers how Turoid and Annum Capital are bringing AI-enabled operating architecture to family offices and asset managers.
Read articleAnnum Capital and Turoid - Unlocking AI for Asia Family Offices
A partnership announcement introducing Wealth Pilot and its role across onboarding, analytics, reporting, and governance workflows.
View releaseFrom building AI for banks to building AI for ourselves
Nick Wong shares the founder story behind Turoid and why the team is building AI infrastructure for wealth management.
See postAgentic AI Is Reshaping Wealth Management for Family Offices
Turoid’s perspective on agentic AI, family-office operations, and the future of lean wealth teams.
Read articleTuroid on LinkedIn
Follow company updates, product notes, articles, and team activity from Turoid.
Visit company pageHong Kong Guides
Resources for choosing family office software in Hong Kong
Practical pages for family offices comparing vendors, replacing Excel-heavy reporting, and deciding where AI belongs in their operating model.
Benchmark
HK Family Office Software Stack Benchmark
A report-style checklist for reporting, Excel risk, alternatives, document AI, and controls.
Free auditHK Family Office Software Audit
A 20-minute review of reporting, Excel risk, alts, document AI, and controls.
Exact guideHK Family Office Software
The exact-search hub for HK family offices comparing software, reporting, AI, and Excel replacement.
Category pageFamily Office Software in Hong Kong
The full explanation of Turoid for Hong Kong family offices and private investment teams.
ComparisonBest Family Office Software in Hong Kong
A buyer-style comparison of Turoid, global platforms, and Excel/manual workflows.
GuideHong Kong Family Office Technology Guide
A practical guide to reporting, alts, AI, controls, and software selection.
ToolHK Family Office Software Readiness Assessment
A quick scorecard to see whether a family office has outgrown spreadsheets.
ReportingFamily Office Reporting Software Hong Kong
Targeted workflows for private-bank data, alts, reconciliation, and monthly reports.
AlternativesAlternative Investment Reporting Software
Private fund reporting for NAVs, commitments, capital calls, and manager documents.
Document AIAI Document Processing for Family Offices
Turn statements, capital calls, fund reports, and manager PDFs into workflow data.
Excel ReplacementFamily Office Excel Replacement Hong Kong
Move recurring reporting, approvals, and data workflows out of fragile spreadsheets.
FAQ
Questions people ask when looking for family office software
This section helps both buyers and search engines understand where Turoid fits: portfolio operations, reporting, controls, and AI-assisted investment workflows.
What is Turoid?
Turoid is family office software for Hong Kong and Singapore wealth management teams that need better portfolio operations, reporting, reconciliation, trade controls, and AI-assisted decision support.
Who is Turoid built for?
Turoid is built for family offices, multi family offices, private investment offices, and wealth teams managing complex portfolios across multiple data sources.
What makes CIO Copilot different?
CIO Copilot sits on top of your own data, manager notes, event calendars, and workflows so answers are grounded in your operating reality, not generic market commentary.
Does Turoid replace existing custodians and private banks?
No. Turoid is designed to work with existing custodians, private banks, market data sources, and document workflows so teams can modernize without a total reset.
Does Turoid serve Hong Kong family offices?
Yes. Turoid is based in Sheung Wan, Hong Kong and is built for family offices, multi family offices, and private investment teams operating across Hong Kong, Singapore, and global custodian relationships.
What should HK family offices look for in software?
Look for cross-bank data consolidation, alternative investment reporting, document intelligence, approval controls, and AI workflows that stay grounded in your own portfolio and operating context.
Contact
Request a demo, consultation, or simply connect with the team
Turoid is based in Sheung Wan, Hong Kong and is currently focused on helping family offices modernize how investment and operations teams work.
hello@turoid.ai
+852 6231 5831
Room 2601, 26/F, Arion Commercial Centre,
2-12 Queen's Road West,
Sheung Wan, Hong Kong