Source data
Organize private-bank reports, custodian files, positions, transactions, and cash updates.
Reporting Software
Family office reporting software for Singapore wealth teams
Turoid helps Singapore family offices reduce manual reporting work across private-bank files, alternatives, fund documents, Excel workflows, and principal or CIO reporting packs.
Private-bank data
Alts and documents
Monthly packs
Reporting bottleneck
Most reporting pain starts before the report
The report is usually only the visible output. The real work is source data, document evidence, alts updates, reconciliation, checks, comments, approvals, and repeatable refresh cycles.
Workflow Map
Where reporting software should reduce manual work
Alternative investments
Track capital calls, distributions, NAVs, commitments, manager letters, and fund documents.
Review and evidence
Keep source evidence, exceptions, checks, and approval notes tied to the reporting workflow.
AI assistance
Use document AI and CIO Copilot workflows only where source links, review, and permissions are clear.
Free Audit
Review one reporting workflow before changing the whole stack
Bring the recurring report, document type, or alternatives process that costs the team the most time each month.