Deterministic dashboard
Point-in-time portfolio numbers from materialised holdings — immutable, auditable, reproducible. The same query returns the same answer, every time.
For family offices and the people who advise them
Institutional-grade clarity for private wealth.
ScalableWealth pairs a deterministic, auditable portfolio dashboard with an AI copilot that answers in citations — one source of truth, two ways to work it.
Aurora Family Office › All accounts
As of 10 Jun 2026
Total portfolio value
$48,236,910
+1.24% today · +$590,420
Cash available
$2.14m
YTD return
+8.6%
Positions
64
Last audit event
2 min ago
The platform
One source of truth. Two interaction modes.
Modern wealth software has to be two things at once: a system of record you can defend in an audit, and a research partner that keeps up with your questions. ScalableWealth refuses to trade one for the other.
Cited AI copilot
Ask questions in plain language. The copilot answers by invoking typed tools against the same rows the dashboard renders, and every answer cites figures you can drill back into.
Compliance built in
Every tool call, refusal, and policy decision lands in an append-only audit log. Guardrails screen inputs and outputs so the copilot informs — it never advises.
Document intelligence
Statements, deeds, and mandates live alongside the portfolio. Extracted text is searchable by you and by the copilot, with the originals preserved.
Ten workspaces, one platform
- Portfolio overview
- Accounts & holdings
- Market data
- Watchlists
- News
- Modelling
- Backtesting
- Calendar
- Notes
- Documents
Overnight markets
The session, before your first coffee
The platform opens each day with an end-of-day snapshot across the regions your portfolios actually touch — equities, FX, and commodities in one glance.
Illustrative data| Index | Region | Last close | Change |
|---|---|---|---|
| S&P 500 SPX | US | 6,184.52 | +0.43% |
| Nasdaq 100 NDX | US | 22,411.18 | +0.71% |
| Euro Stoxx 50 SX5E | EU | 5,312.40 | -0.22% |
| FTSE 100 UKX | UK | 8,642.31 | +0.12% |
| Nikkei 225 NKY | JP | 41,203.77 | -0.58% |
| S&P/ASX 200 AS51 | AU | 8,377.90 | +0.31% |
| AUD / USD AUDUSD | FX | 0.6712 | +0.18% |
| Gold (USD/oz) XAUUSD | CMD | 3,318.60 | -0.35% |
As of 2026-06-10. Figures shown are illustrative samples of the in-app experience, not live market data.
For investors
Built like infrastructure, priced like software.
One source of truth
Dashboard and copilot read the same materialised rows — no second system to reconcile.
Full audit trail
Tool calls, refusals, and policy violations recorded append-only for compliance review.
Cloud-native economics
Serverless AWS architecture that scales to zero — infrastructure cost tracks usage, not headcount.
Typed tool registry
The copilot reaches data only through 17 typed, tenancy-enforced tools. No free-form database access.
Interested in the platform as an investment? Reach out via the contact page and tell us about yourself. Contact us
Be first in when early access opens.
We are onboarding a small cohort of family offices and advisors ahead of general availability. Join the waitlist to reserve a place.