Family office · Wealth platform
« Nosce, intellege, decerne et age »
Know · Understand · Decide · Act
Pillar I — Monitoring
Know, at any moment, exactly what you hold. A single source of truth, consolidated across every account and every currency — and every figure knows where it comes from.
Every position, every account, every currency brought together into a single net asset value, updated continuously.
Banks and custodians reconciled within one reference framework — currency sub-accounts included.
The portfolio exactly as it stood on any past date, reconstructed position by position.
Every figure traces back to the document that attests it — statement, contract note, manager's report.
Every data point carries the time of its last update. Nothing claims to be more recent than it is.
Daily prices across every listed holding, historized and verifiable.
Pillar II — Intelligence
Make sense of what you hold. A deep instrument reference, cross-checked sources, and news filtered by the portfolio — not the other way around.
A deep instrument reference and thousands of cross-checked, multi-source observations.
Pricing, fundamentals, PRAAMS risk measure and market intelligence — one instrument, one screen.
News weighted by what you hold: whatever touches the portfolio comes first.
Calendar, history and yields consolidated across every holding.
The portfolio grouped by sector and asset class, weighted by actual value.
Pillar III — Decision
Decide with full knowledge of the facts. Targets are versioned, theses are written on the record, and every strategy goes before the arbiter before any capital is committed.
Every change of course is dated, justified and reversible. You always know what the plan was — and why.
Why you hold what you hold, recorded at the very moment the decision is made.
A strategy is tested against the past before anything else. The backtest has already killed a bad idea before it could cost a single cent.
Grounded in the data you hold and its provenance — not in the hunch of the moment.
Pillar IV — Execution
Act without ever loosening the reins. Every order is born as a draft, awaits human approval, leaves a trace — and everything can stop with a single gesture.
Draft → human approval → audit. Nothing leaves on its own, nothing leaves without a trace.
An immediate halt of the entire execution chain, at any moment, with a single gesture.
Buys, sells, cancellations: instructions are generated from the platform, ready for the bank.
Advice and execution are strictly separated. The machine proposes; the human disposes.
Asset universe
A family office’s book is never just equities. Listed and unlisted, priced daily or valued quarterly — every class is consolidated, valued and monitored alongside everything else, in a single figure of truth.
Marked to market daily, with fundamentals and news attached to every line.
listedNominal, coupon and maturity on record; accrued interest computed, never guessed.
listedLook-through to the real exposure beneath the wrapper — sectors, regions, underlying holdings.
look-throughContractual schedules, drawdowns and interest, held to the same standard as the listed book.
privateCommitments, calls and distributions, reconciled against manager reports.
privateNAV statements historized; performance read net of flows, not headline claims.
alternativeTerms, barriers and lifecycle events on file — no black boxes inside the total.
structuredAppraised values, dated and sourced, sitting beside the liquid book.
realMulti-currency sub-accounts consolidated at a single reference rate — cash is a position, not a footnote.
cashOne net asset value — nothing lives outside it.
Built on
Beneath the surface, Shibboleth runs on the same discipline it demands of the portfolio: one source of record, provenance everywhere, and a human hand on every irreversible act.
I · Data
Thirty-plus flows from one primary source, with a third-party risk lens on every asset — and provenance on every figure.
II · Engine
The store of record is not a snapshot but a history: every figure can be replayed to its source, on any date.
III · Intelligence
A deep instrument reference, observations cross-checked across sources, and news ranked by what is actually held.
IV · Security & governance
Access is authenticated at the edge, orders live under governance, and advice never touches execution.
V · Delivery
Server-rendered and continuously updated — the platform is always current. Nothing to install, nothing left stale.
Data
30+ market feeds
Prices, fundamentals, dividends and news, powered by EODHD and historized continuously.
Sovereignty
Your data, under your roof
A self-hosted platform: your wealth data stays on your own infrastructure, under your sole control.
Security
Every access leaves a trace
Controlled access, encrypted sessions, every action logged and auditable after the fact.
