Intelligence meets
stewardship.
Six integrated modules built on a unified data layer, powered by proprietary AI, and designed for the complexity of serving multi-generational families.
COACH AI — Your most informed colleague
A deeply context-aware AI that understands your clients, their families, their portfolios, and the regulatory landscape. Not a chatbot — a reasoning engine built on financial expertise.
Natural Language Interface
Ask anything about your clients, accounts, or regulatory requirements in plain language.
Client Briefings
Automatic pre-meeting intelligence with portfolio performance, life events, and action items.
Proactive Insights
Surfaces tax-loss harvesting opportunities, rebalancing needs, and regulatory deadlines.
Practice Analytics
Revenue attribution, client engagement scoring, and growth pattern recognition.
Compliance that never sleeps
Continuous compliance monitoring built for the modern regulatory environment. From advertising review to personal trading oversight, every obligation is tracked, documented, and audit-ready.
Automated Reviews
Content review workflows for marketing materials, social media, and client communications.
Health Scoring
Real-time compliance health metrics across all regulatory requirements with trend analysis.
Deadline Management
Proactive alerts for filing deadlines, annual reviews, and regulatory changes.
Audit Trail
Every action, approval, and exception is logged with timestamps and attribution.
See the complete picture
Unified portfolio oversight across custodians, account types, and generations. Model portfolio alignment, drift detection, and household-level analytics for complex family structures.
Multi-Custodian Aggregation
Consolidated view across Schwab, Fidelity, Pershing, and other custodial platforms.
Model Alignment
Track portfolio drift against strategic models with intelligent rebalancing recommendations.
Household Analytics
Family-level asset allocation, tax-lot optimization, and intergenerational transfer planning.
Performance Attribution
Time-weighted and money-weighted returns with benchmark comparison and factor analysis.
The SCALE Steward™ methodology, embedded
Our proprietary family facilitation framework is woven into every client interaction. Family role mapping, governance structures, decision playbooks, and intergenerational alignment — systematized and measurable.
Family Governance
Structured frameworks for family meetings, decision-making protocols, and communication agreements.
Role Mapping
Visual family role maps that surface dynamics, responsibilities, and alignment opportunities.
Areas of Life
Holistic planning across financial, family, health, career, and legacy dimensions.
Progress Tracking
Quantified stewardship metrics with milestone tracking and engagement scoring.
Bank-grade protection, without compromise
Your clients trust you with their most sensitive financial information. We protect that trust with institutional-grade security at every layer.
See the platform in action
Schedule a private demonstration tailored to your practice. We will walk you through every module and show you how SCALE Family Office™ integrates into your existing workflow.
Request a Private Demo