Your entire wealth picture. One secure view.
Banks, portfolios, currencies, performance, transactions and verified reports come together in one private 24/7 dashboard.
At a glance
Personal Command Center
Real time
consolidated asset view
4 reports
portfolio · holdings · trades · statement
MFA
protected account access
2×
four-eyes transaction control
Who it is for
One interface for every decision-maker.
01
Asset owner
See value, allocation, cash, performance and recent activity without waiting for a report.
02
Family office
Consolidate beneficiaries, currencies and portfolios while preserving role-based access.
03
Adviser or accountant
Work from trustee-verified data and export consistent PDF or HTML reports.
The process
From first call to active structure.
Confirm accounts Map banks, brokers and ownership
By accountMatch the records Trustee and CPA validate incoming data
OngoingSet roles and views Configure currencies, portfolios and access
1–3 daysOpen the dashboard Track allocation, P/L and transactions
Real timeReview requests Apply four-eyes control to movements
As neededSelect a period Export PDF or HTML statements
On demandQuestions & fees
Important details, without the long read.
Total asset value, allocation by asset class, multi-currency balances, current and realized P/L, portfolio dynamics and detailed holdings.
Purchases, sales, coupons, dividends, transfers, fees and taxes, with status and approval history.
Portfolio Summary, Portfolio Composition, Securities Transaction History and Account Statement, exportable in PDF and HTML.
Multi-factor authentication, role-based permissions, independent trustee verification and four-eyes approval for controlled transactions.
Command Center access forms part of the agreed Case Capital service package; scope and permissions depend on the client structure. Final terms depend on the service, counterparties and the client’s legal and tax position.
PRIVATE CONSULTATION → NEXT STEP