Streamline the management of complex and diversified investments for high-net-worths and families with a unified platform that enables efficient oversight and strategic decision-making.
Single-family office
Customize investment strategies and risk preferences to meet the distinct goals of a single-family or high-net-worth individual, ensuring alignment with their unique family office objectives.
Secure data storage
Zapflow offers a secure family office database that consolidates data from multiple sources, providing a single source of truth for your investment information.
Comprehensive oversight
Easily manage, track, and oversee all investment activities with Zapflow’s family office platform, ensuring accuracy and minimizing risk.
Family asset protection & compliance
Protect sensitive investment data while ensuring full compliance with regulatory requirements for high-net-worth individuals and families.
Time-saving automation
Automate manual tasks to free up valuable time for more strategic efforts, enhancing efficiency within family office operations.
Trusted by global leaders in investment
Effortless family office asset management
Effectively oversee your family's investment pipeline
Conduct thorough evaluations of investment opportunities with an efficient due diligence process, tailored for family offices and high-net-worth investors.
Track all active and potential deals in one centralized platform for better visibility and organization.
Store documents, notes, and communications related to each deal in a single, secure location, enabling faster and more informed investment decision-making.
Receive automatic alerts for key milestones, deadlines, and tasks, ensuring timely actions within the family office's investment strategy.
Monitor and optimize family wealth in real time
Track the family's investment performance and returns with real-time monitoring tools.
Gain insights into portfolio diversification and implement strategic asset allocation to protect and grow family wealth.
Present key metrics relevant to family goals through customizable dashboards, making complex data easy to interpret.
Make informed investment decisions based on the family's risk preferences and long-term objectives.
Transparent communication with customized & accurate reports
Collaborate easily within the family office network, securely sharing documents and messages in a centralized platform designed for high-net-worth families.
Generate tailored family office reports and use visual data tools to gain clear insights that support your decisions.
Ensure transparency and accountability in all family investment activities. fostering trust and informed overview.
Sustainability & impact investing for family offices
Source investment opportunities that align with your family's sustainability and impact goals, while meeting high-net-worth investment preferences.
Gain clear insights into your family office's portfolios and easily assess diversification for stable growth and stability.
Effortlessly create custom ESG surveys with predefined metrics and limited response options, tailored to your family's impact objectives.
