Our Consolidated Reporting Solution

As wealthy families grow and invest through increasing numbers of legal entities (often across multiple generations), our platform enables the seamless management of these sophisticated ownership structures. We provide powerful, intuitive reporting that can help family members make more efficient wealth planning decisions.

A demo you can actually see

When you are researching a suitable administrator, ask them to demo their
end-to-end, client on-boarding, direct integration and deal-flow system.
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“It has become evident in my conversations with family offices that there is a recurring issue – the ability to consolidate data and create a picture of the family’s true wealth.”
Colin Lunn, Founder

Contact our team to find out how Veridate can benefit your organisation.