90% faster consolidation
AI agent for Family Office CIOs
From scattered reports to unified wealth view
Delegate the tedious task of consolidating custodian reports to a specialized AI agent. It reads statements from multiple banks, normalizes asset classifications, reconciles valuations, and generates a comprehensive net worth statement, giving you a complete picture of family wealth in real time.

Ideal for
Family Office CIOs
Wealth Advisors
Investment Operations
Time comparison
Traditional way
3-5 days per month
With V7 Go agents
15-30 minutes
Average time saved
90%
Why V7 Go
Processes statements from any custodian
To deliver a unified view of family wealth.



Import your files
Microsoft Excel
,
Google Sheets
,
Tableau
Import your files from whereever they are currently stored
All types of Finance documents supported
Once imported our system extracts and organises the essentials
Connect AI to your custodian data.
Finance
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Legal
•
Insurance
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Tax
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Real Estate
Answers
What you need to know about our
AI agent for Family Office CIOs
How does it handle different custodian report formats?
The agent uses advanced document understanding to process reports regardless of format. Whether custodians send PDFs, Excel files, or proprietary formats, the agent identifies key data points and extracts them accurately without requiring template mapping.
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Can it reconcile private investment valuations?
Yes. The agent processes private equity and hedge fund statements, extracting NAV data, capital calls, distributions, and unrealized gains. It flags valuation timing differences and allows you to apply your preferred valuation methodology for illiquid assets.
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How does it handle asset classification differences?
You define your family office's master asset classification taxonomy in the Knowledge Hub. The agent maps each custodian's categories to your structure, learning from your corrections to improve accuracy over time.
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What about securities held at multiple custodians?
The agent identifies duplicate holdings across custodians using ISIN, CUSIP, or other identifiers. It aggregates positions, flags any valuation discrepancies, and presents a consolidated view of each security's total exposure.
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How quickly can we generate updated reports?
Once configured, the agent processes new custodian statements and generates a consolidated net worth report in minutes. You can run updates as frequently as you receive new statements, enabling real-time wealth monitoring.
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Is our financial data kept confidential?
Absolutely. V7 Go processes all custodian data within your secure, private environment. Your family's financial information never leaves your infrastructure and is never used for any external purpose.
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Next steps
Still manually consolidating custodian reports every month?
Send us your latest statements from multiple custodians, and we'll show you how to generate a consolidated net worth report in minutes instead of days.













