A focused platform for one job — modeling ownership structures, calculating attributed values, and producing the reports your clients expect.
Wealth advisors, family offices, and estate planners spend disproportionate time on the same operational problem: keeping ownership structures, attributed values, and client-ready reports in sync across spreadsheets, slide decks, and document stores. When something changes — a new asset, a new valuation, a new entity — every artifact downstream has to be touched again.
Branch Reporting collapses that work to one place. Set up a family’s entity structure once, plug every asset into it, and the math, the diagrams, and the reports stay in step automatically. The data model is purpose-built for the graphs ownership actually forms — multi-layer, multi-path, with control and ownership tracked separately the way counsel asks them to be.
We do that job in depth. We don’t try to be a CRM, a portfolio system, or a document store on top of it. That focus is the product.
Each firm runs on its own application instance and its own database. Data isolation is structural — enforced at the infrastructure layer, not by a configuration flag that could be flipped by mistake. No multi-tenant joins, no row-level permissions to misconfigure.
The family’s structure is the foundation. Every asset plugs into it. The more assets a family owns, the more time the platform saves — the opposite of how spreadsheet-based tracking scales.
White-glove onboarding gets your first real client structures into the system in your first week. Priced for mid-market firms, not just the largest RIAs. No professional services contract required.
Structures can go as wide and as deep as the family actually is. Five-layer trust / holding / LLC / LP / individual chains aren’t a special case — they’re table stakes. The math doesn’t get harder; it just runs.
Branch Reporting is built around the moment that matters: the client meeting. The same live data drives both formats — the dashboard the team presents on screen, and the branded PDF reports the team uses in regular client communications. No copy-paste between systems. No version drift between formats.
A curated view of the platform itself, branded with your firm’s logo. Same diagrams and controls your team uses internally — with only the family you’re meeting with visible from inside the view.
One-click exports built from the same live data — same diagrams, same tables, same calculated values as Meeting Mode. Your firm’s logo and disclosures on every page. Single-asset, group, whole-family, and per-person formats for the regular client reporting workflow the team already has.
RIAs and multi-family offices managing complex client structures across operating businesses, real estate, and investment partnerships.
Family offices coordinating internal reporting across trusts, holding companies, foundations, and multi-generational beneficiaries.
Practitioners modeling proposed structures, tracking control and beneficial ownership, and producing the visual artifacts that explain a structure to a client.
Branch Reporting is built by a team with deep wealth-management experience — including 15 years on the practitioner side. We speak your vocabulary because we’ve used it.
Thirty minutes on a video call. Bring a real ownership chain. We’ll model it live.
