JoinVault

An AI-native operating system for your family office.

Aggregate all of your data. Understand everything. Automate the work — your way.

See how it works

JoinVault · family office overview11 sources live

Private banks

Aggregator

Brokerages

Private holdings

Collectibles

Total net worth

$412.8m

+6.9% YTD

Public equity

$118.7m

29%

Private equity

$86.1m

21%

Property

$74.3m

18%

Fixed income

$61.9m

15%

Collectibles

$41.2m

10%

Cash

$30.6m

01 · Connect

Connect all of your data.

Bank feeds, aggregators, brokerages, private holdings, collectibles — stacked, normalised and reconciled into one live picture. Then ask it anything.

Private banks

3 feeds

Aggregator

Wealth platform

Brokerages

4 accounts

Private holdings

Cap tables & notices

Collectibles

Art · watches · wine

JoinVault platform · breakdown by asset type

Public equity$118.7m · 29%

Private equity$86.1m · 21%

Property$74.3m · 18%

Fixed income$61.9m · 15%

Collectibles$41.2m · 10%

Cash$30.6m · 7%

Total $412.8m · 11 sources reconciled

Then ask it anything

What is my total net worth?

Performance by asset class?

What changed this month?

Ask Vault

02 · Automate

Automate your workflows.

Chained steps on a trigger — reports, monitoring and reviews that run themselves and wait for your approval.

Time-triggered

1st of month · every 45 days · each quarter

Event-triggered

A notice lands in email · a feed updates

Human-triggered

You ask — it runs

Reporting1st of month · 06:00

Monthly report on all assets

Family report · Jul

Aggregate 11 sources
Reconcile & cite
Draft commentary
Send to family

23 runs · 0 missed

MonitoringOn email received

Track capital calls, actioned for approval

Notice: Meridian Fund III — capital call…

Action lodged

$385,000

Meridian Fund III · due 12 Aug · notice PDF cited

ReviewQuarterly · 1st Sunday

Quarterly allocation review vs target

Cash

7%/10%

Fixed income

15%/20%

Public equity

29%/22%

Private equity

21%/18%

Over-allocated public equity +7% · under-allocated fixed income −5% — rebalance note drafted

Cash & yieldEvery 45 days

Keep commitments liquid, roll the rest to yield

Instant access

$11.4m

Covers 3 upcoming commitments

High-yield deposits

$19.2m

Rolled at 5.2% · +$94k/yr found

Checked capital commitments across 8 funds — next call $1.6m in Oct. Rollover instruction drafted for approval.

03 · Your way

Bring your context. Agents tuned to how you work.

Your processes, preferences and requirements — encoded once, applied everywhere. Not a template. Your operating model.

Your context · encoded once

Playbook

How we do month-end

Close on the 3rd business day. Principal reviews first, then family summary in plain English — no jargon.

Preference

Reports in GBP, consolidated across entities

Approval chain

Moves > $250k need principal sign-off

Rule

IF variance vs cost plan > 5% → flag to investment committee

Agents · tuned to you

Your way

Monthly report

Playbook applied

In your format · plain English · GBP · closes 3rd business day

Allocation review

Preferences applied

Against your target bands · your sleeves, not defaults

Cash & yield monitor

Rule applied

Your 45-day rule · your account types · rolls only with sign-off

Not a template — your operating model, encoded

Agents propose. You approve.

Every consequential action waits for a human. Private by design.