Dubai Marina in the evening

For single & multi family offices

Seven banks, forty holdings, one Excel file. How long does your quarterly report to the family take?

ivato digitalises the operational work in the family office: reading custody account statements, fund reports, capital calls and distributions, consolidating assets, planning liquidity, reviewing investments and informing the family clearly. Your portfolio system stays. Your team gains time for decisions instead of data maintenance, discreetly and with data in Germany.

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Clients from this industry

Your day-to-day

Do you recognise these sentences from your office?

Family offices work with small teams and great responsibility. Assets are spread across banks, funds, direct holdings and real estate, and the data arrives in every format. A large part of the time goes into collecting, reconciling and preparing instead of analysis and decisions. That is exactly where we start.

You recognise 0 of 8 statements

Tap the statements you recognise from your day-to-day work.

The pattern behind it: Highly qualified people spend their time on data maintenance instead of asset decisions.

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Office cycle

At which point in the office cycle does your team lose the most time?

Click on a stage. You will see how it works today in many family offices, what ivato implements there and what changes as a result. Usually two to four stages hold the biggest lever. Which ones they are for you, we clarify in the confidential initial call.

Today

Data in every format, by every route

Custody statements, fund reports, capital calls, distribution notices and holding figures arrive as PDFs, by email, via bank portals and by post.

With ivato

Document automation

  • Documents collected from mailboxes and portals
  • Type, position and values recognised automatically
  • Filed in the right structure, deadlines noted

What changes

Nothing sits unnoticed in the inbox any more

Every document is assigned and findable, deadlines are no longer overlooked.

The descriptions show typical processes. Investment decisions always stay with you. We calculate the concrete effects for your office in the business case.

Case studies

What does this look like in a family office in practice?

Four anonymised examples from single and multi family offices and a family holding, each with starting point, solution and result. We never name people, places or asset values. What they all have in common: the existing portfolio system stayed, and after 8 to 12 weeks the solution was running in everyday work.

  • Single family officeDACH6 employeesliquid & illiquid investments

    Quarterly reporting in three days instead of three weeks

    Starting point
    Custody statements, fund reports, capital calls and distribution notices arrived as PDFs by email and portal. Two employees transferred them into the Excel consolidation every quarter.
    Solution
    Documents are collected automatically, read and assigned to positions, deviations flagged, consolidation and draft commentary for the family report prepared.
    Result
    The team checks and comments instead of typing. The family receives its report earlier and in a more understandable form.
    Go-live
    10 weeks
    Reporting before
    ~15 days
    Reporting after
    ~3 days
    Deadlines missed
    0

  • Multi family officeDACH25 employeesregulated, around 40 families

    Client portal with reporting and secure document exchange

    Starting point
    Reports went out as PDFs by email, queries by phone, and documents from families arrived by various routes. Onboarding new families took weeks.
    Solution
    Client portal with asset overview, reports and encrypted document exchange, digital onboarding with identification, AI assistant for advisers based on portfolio data.
    Result
    Families find everything in one secure place. Advisers answer questions faster and have more time for conversations.
    Go-live
    12 weeks
    Onboarding before
    ~6 weeks
    Onboarding after
    ~2 weeks
    Documents by email
    0

  • Family holdingDACH4 employees9 operating holdings

    Holdings controlling without chasing by phone

    Starting point
    Monthly figures from the subsidiaries arrived in different formats and often late. Shareholder documents were put together from scratch every time.
    Solution
    Uniform monthly reporting by the holdings via upload, automatic reminders, reading and a key-figure cockpit for the shareholders, draft documents for the advisory board and shareholders' meeting.
    Result
    The holding sees deviations early, and shareholder documents are produced in hours instead of days.
    Go-live
    8 weeks
    Figures complete
    by working day 10
    Advisory board documents
    hours
    Formats
    1

  • Single family officeDACH10 employeesdirect holdings & venture

    Deal flow pre-sorted by its own criteria

    Starting point
    Several pitch decks and teasers every week via network and advisers. Every document was read individually, and many did not fit ticket size, sector or stage.
    Solution
    Incoming documents are read and assessed against the office's own investment criteria, short profile and open questions prepared, pipeline in the CRM, due diligence checklist per deal.
    Result
    The investment team only reads what fits and goes into the review in a more structured way.
    Go-live
    8 weeks
    First review before
    ~2 hrs/deal
    First review after
    ~15 min.
    Decision
    with the team

More case studies from Services & consulting · Funding programmes

Solutions

Which tools does ivato use in family offices?

Proven building blocks, adapted to your asset structure, your banks and your portfolio system. The technology takes over collecting, reading, reconciling and preparing. Assessment and decisions stay with you and the family.

  • Document automation

    Custody statements, fund reports, NAV notices, capital calls and distributions are collected, read and assigned to positions.

    To scaling with AI →

  • Consolidated reporting

    Assets merged across all banks, funds, holdings and real estate. Family report with draft commentary, understandable instead of 40 pages of tables.

    To implementation →

  • Liquidity & capital call planning

    Open commitments, expected calls and distributions, deadlines and liquidity needs for the coming months at a glance.

    To reducing cost pressure →

  • Deal flow & due diligence

    Incoming documents pre-sorted against your investment criteria, short profiles, pipeline and due diligence checklists, data room summaries.

    To sales & CRM automation →

  • Family portal

    A secure place for reports, documents, dates and resolutions. Roles and access per family member, including for the next generation.

    To securing succession →

  • Office knowledge & deadlines

    Contracts, corporate structures, resolutions and deadlines searchable and with reminders. Less dependent on individual key persons.

    To the strategy →

Portfolio system & data sources

Do we have to replace our portfolio or reporting system?

No. Your portfolio management or reporting system remains the leading system. We work in front of and alongside it: collecting and reading data, reconciliations, liquidity planning, deal flow and communication with the family. Where only Excel is used today, we create a clean data basis.

Your systems stay

  • Connection to portfolio and reporting systems via interfaces or exports
  • Bank data via existing data feeds or by reading the statements
  • Strict client and role separation, logging of all access
  • Data stays on servers in Germany
DORASecurity

How secure is the route your asset data takes today?

Since January 2025 the EU regulation DORA has applied to regulated financial companies, with requirements for IT security and service provider management. Many multi family offices fall under it, single family offices usually do not. The risk is the same for both: asset data via email, USB sticks and private cloud folders. Digital processes with clear access rights are safer than today's detours.

As of: 10/2026 · simplified presentation, not legal advice, check applicability in each individual case

Clarify in confidence ↓

Process

How do we start, discreetly and without overloading your team?

With a confidential conversation, on request after a signed confidentiality agreement. After that you decide step by step. Your effort is a few meetings with the head of the office and the team that maintains the data today.

  1. Step 1

    Confidential initial call

    45 minutes. We discuss structure, data sources and bottlenecks and tell you honestly where automation pays off.

    free of charge · NDA on request

    Request a conversation ↓

  2. Step 2

    Analysis & roadmap

    We look at data flows, reporting and processes, calculate the benefit in hours and risk and agree a roadmap.

    Fixed price by scope

    To the strategy →

  3. Step 3

    Implementation & support

    We implement the chosen building blocks, connect your systems, train your team and support the solution on an ongoing basis.

    Fixed price · 8-12 weeks

    To implementation →

Estimate your funding

Funding rate
Funding
€12,000
Your contribution
€18,000

Simplified calculation. Rate and maximum amounts depend on the programme, federal state and company size. Consulting can additionally receive a grant of up to €5,600.

projects successfully supported
1,000+
projects successfully supported
years of experience
25+
years of experience
possible before the first conversation
NDA
possible before the first conversation
dedicated contact person on the project
1
dedicated contact person on the project

Frequently asked questions

What the head of the office and the family want to know beforehand

Your question is not here? In the initial conversation we take 30 minutes for your specific topic.

On request we sign a confidentiality agreement before the first substantive conversation. On the project a small, fixed team works with access only to what is necessary. We never name clients and publish case examples only anonymised and with approval.

Data is transmitted and stored encrypted, with strict role separation and logging of all access. AI services do not use your data to train third-party models. We settle the details in a data processing agreement.

No. The AI collects, reads, reconciles and prepares, for example short profiles of deals or draft commentary for reports. Assessment and decisions stay with you, your team and the family.

Often precisely then, because each person has several roles and absences are hard to compensate. If one building block shortens quarterly reporting by a week or prevents a capital call from being overlooked, it pays off quickly.

Through a family portal with graded access: understandable reports, documents and dates, without every detail having to be visible. This creates transparency and trust and makes generational change easier.

As a rule not, since many programmes exclude asset-managing companies. For operating holdings of a family holding, funding may be possible. We check this case by case. As of: 10/2026.

Read on

Confidential conversation

Exchange ideas with one of our specialists from your industry.

45 minutes. On request we sign a confidentiality agreement beforehand. We show anonymised examples and discuss where it makes most sense for you to begin.

  • Reply within one working day
  • NDA possible before the first conversation
  • No naming of clients, no passing on of data

Request a confidential conversation

Information on how we process your data can be found in our privacy policy (German).