Truewind for Multi-Entity Family Offices
Consistent Brokerage Rollforwards, Without the Manual Work
Turn bank-side activity into book-side clarity without spreadsheets or extra costs. Consolidate and reconcile brokerage data into consistent rollforwards across entities, accounts, and custodians.
Truewind for Multi-Entity Family Offices
Truewind for Multi-Entity Family Offices
Turn bank-side activity into book-side clarity without spreadsheets or extra costs. Consolidate and reconcile brokerage data into consistent rollforwards across entities, accounts, and custodians.
Consistent Brokerage Rollforwards, Without the Manual Work
Consistent Brokerage Rollforwards, Without the Manual Work
Turn bank-side activity into book-side clarity without spreadsheets or extra costs. Consolidate and reconcile brokerage data into consistent rollforwards across entities, accounts, and custodians.
Truewind for Family Offices
Truewind for Family Offices
Built for the Way Multi-Entity
Family Offices Actually Works
Handle Multi-Entity Investment Accounting Without Manual Work
No more disconnected spreadsheets and duplicate work. Track investment activity across entities, accounts, funds, classes, and custodians with one click.
Handle Multi-Entity Investment Accounting Without Manual Work
No more disconnected spreadsheets and duplicate work. Track investment activity across entities, accounts, funds, classes, and custodians with one click.
Produce Consistent Brokerage Rollforwards Across Every Entity
Automatically reconcile brokerage activity into rollforward reports for each balance sheet account. Instantly prepared into GL-ready entries aligned to your COA.
Produce Consistent Brokerage Rollforwards Across Every Entity
Automatically reconcile brokerage activity into rollforward reports for each balance sheet account. Instantly prepared into GL-ready entries aligned to your COA.
Sign Off the Close With Confidence
Know balances are right before close begins. Deliver reconciled, review-ready books across every entity without last-minute questions or rework.
Sign Off the Close With Confidence
Know balances are right before close begins. Deliver reconciled, review-ready books across every entity without last-minute questions or rework.
Built for the Way Multi-Entity
Family Offices Actually Works
Built for the Way Multi-Entity
Family Offices Actually Works
Handle Multi-Entity Investment Accounting Without Manual Work
No more disconnected spreadsheets and duplicate work. Track investment activity across entities, accounts, funds, classes, and custodians with one click.
Handle Multi-Entity Investment Accounting Without Manual Work
No more disconnected spreadsheets and duplicate work. Track investment activity across entities, accounts, funds, classes, and custodians with one click.
Produce Consistent Brokerage Rollforwards Across Every Entity
Automatically reconcile brokerage activity into rollforward reports for each balance sheet account. Instantly prepared into GL-ready entries aligned to your COA.
Produce Consistent Brokerage Rollforwards Across Every Entity
Automatically reconcile brokerage activity into rollforward reports for each balance sheet account. Instantly prepared into GL-ready entries aligned to your COA.
Sign Off the Close With Confidence
Know balances are right before close begins. Deliver reconciled, review-ready books across every entity without last-minute questions or rework.
Sign Off the Close With Confidence
Know balances are right before close begins. Deliver reconciled, review-ready books across every entity without last-minute questions or rework.
Turn Brokerage Reports into Audit-Ready Financials
Eliminate manual reconciliation and close headaches. Get audit-ready financials while keeping your team focused on analysis, not spreadsheets.
Easy drag and drop
Upload bank statements, investment files, and expense reports. Truewind automatically matches transactions, tracks funds, and builds your complete audit trail.
Intelligent SOP Builder
Create Standard Operating Procedure with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Automate Rollforwards
Reconcile third-party data and grants/donations to accruals and post to your ERP, journal entry-ready in one step.
SOC 2 Certified
Protect investment and financial data with industry-standard security controls.
Strict Access Controls
Control who can view, review, and post financial information across entities.
Protect Financial Data
Safeguard statements, transactions, and balances from custodians and private banks.
Accurate and trusted brokerage balances
at every close
Easy drag and drop
Upload bank statements, investment files, and expense reports. Truewind automatically matches transactions, tracks funds, and builds your complete audit trail.
Intelligent SOP Builder
Create Standard Operating Procedure with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Automate Rollforwards
Reconcile third-party data and grants/donations to accruals and post to your ERP, journal entry-ready in one step.
Easy drag and drop
Upload bank statements, investment files, and expense reports. Truewind automatically matches transactions, tracks funds, and builds your complete audit trail.
Intelligent SOP Builder
Create Standard Operating Procedure with a simple prompt. The agent adapts to your rules, building a fully customizable SOP you can reuse and refine.
Automate Rollforwards
Reconcile third-party data and grants/donations to accruals and post to your ERP, journal entry-ready in one step.
Turn Donations and Reports into Audit-Ready Financials
Eliminate manual bookkeeping and donor reporting headaches. Get audit-ready financials while keeping your team focused on programs, not spreadsheets
Automate custodian activity into reconciled, review-ready rollforwards
across complex family office structures.
Connect effortlessly with popular third-party apps, expanding functionality and enabling smooth workflows between tools you already use.
