Family offices mono-famille
The full-stack platform for modern family offices.
Move beyond fragmented data and brittle spreadsheets. Mosaiq consolidates the family’s wealth into one secure, intuitive operating system—so decisions and reporting stay calm, consistent, and private.
Built for discretion, multi-entity complexity, and audit-ready governance.
Contacter Mosaiq
Built for family offices—by teams who live the complexity
Every family office is different. Mosaiq adapts to your structure, custodians, entities, and reporting standards—providing a complete view across asset classes, legal entities, and currencies in one place.
Source de vérité unique
Centralize financial information across accounts, assets, and entities—securely.
Real-time clarity
Réduisez l’ambiguïté grâce à une modélisation cohérente des positions, de la trésorerie et des transactions.
Reporting sur mesure en quelques minutes
Créez efficacement des packages de reporting personnalisés, multi-entités et multi-familles, qui restent à jour à mesure que les données évoluent.
Sécurité par conception
Designed for strict access boundaries and defensible governance.
At a glance
Built to scale with sophistication
Complex structures become manageable when the underlying data and controls are disciplined.
Multi-entity
Holdcos, trusts, SPVs, and personal structures—kept coherent.
Multi-currency
Operate confidently across bases, ledgers, and reporting needs.
Public + Private
Traditional markets and alternatives in one operating view.
Traçabilité prête pour l’audit
Traceability from source to report—without spreadsheet patchwork.
Reporting pour les parties prenantes
Transform complexity into clarity
Flexible reporting makes it easy to produce tailored, multi-generational packages that update as your data changes—strengthening communication around preservation and transfer.
- Customized reports in minutes (entities, households, portfolios)
- Analysez la performance par classe d’actifs avec une traçabilité défendable.
- Stakeholder-ready outputs with clear data lineage
Accès client
Total data privacy—by design
Mosaiq is built for serious environments: encryption, access boundaries, and auditability—so confidentiality doesn’t rely on discretionary access.
Encrypted lifecycle
Data protected in transit and at rest, aligned with modern security expectations.
Controls & permissioning
Role-based boundaries designed for internal governance and external stakeholders.
Une expérience digitale moderne
Un portail personnalisable offrant un accès à la demande aux avocats, experts-comptables et parties prenantes — avec des droits alignés sur votre gouvernance.
Next step
One platform. Calm execution.
If you want a single, secure place to run the family’s financial operations—with reporting that stays consistent as complexity grows—Mosaiq is designed for your standard.