Ekava Nexus for

Family Offices

Create one controlled alternatives record across entities, trusts, partnerships, and family members.

Complex ownership structures and direct, fund, co-investment, and real-asset positions create fragmented document and data trails across entities and service providers.

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WHAT ENTERS EKAVA

Source information

  • Fund portals and manager correspondence
  • Entity and ownership structures
  • Direct and co-investment files
  • Tax, valuation, and capital-activity documents
WHAT EKAVA CONTROLS

Document-to-data workflow

  • Authorized collection and receipt tracking
  • Document classification and version control
  • Alternative-investment data normalization
  • Exception routing and human reconciliation
  • Approval, lineage, and controlled release
WHAT YOUR FIRM RECEIVES

Operating outcomes

  • Entity-aware document organization
  • Consolidated exposure and liquidity obligations
  • Source-backed records for tax and accounting
  • Controlled access for family members and professionals

Teams supported

One governed record across the operating model.

Chief investment officeControllers and operationsTax and accounting teamsFamily-service professionals

Explore another part of the alternatives ecosystem.

Wealth Managers & Private Banks →Institutional Asset Owners →Allocators, OCIOs & Consultants →