Clockwork offers a robust private investment management platform for family offices and global private investors to centrally track alternative assets, and everything else. We integrate investment content, email and documents alongside transaction data and siloed information sources for easy collaboration, investment record keeping and a dynamic, real-time wealth picture.
Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 25 consultants throughout the country.
FinCEN Simplified is a third-party filing service devoted exclusively to ensuring compliance with the Corporate Transparency Act (CTA) by filing beneficial ownership information (BOI) directly with FinCEN using their proprietary software with a direct upload link to FinCEN at a very reasonable cost.
TOS offers family office infrastructure as a service. We have curated and integrated best-in-class third-party technology solutions and paired them with an experienced team of family office operators to solve family-office-specific operational challenges.
