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
See AI agent for Family Office CIOs in action
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See AI agent for Family Office CIOs in action
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See AI agent for Family Office CIOs in action
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Q3 Net Worth Consolidation
See AI agent for Family Office CIOs in action
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Time comparison
Time comparison
Traditional way
3-5 days per month
With V7 Go agents
15-30 minutes
Average time saved
90%
Why V7 Go
Why V7 Go
Multi-Custodian Data Aggregation
Automatically reads and processes performance reports from multiple custodian banks, regardless of format differences, extracting holdings, valuations, and transaction data into a unified dataset.
Multi-Custodian Data Aggregation
Automatically reads and processes performance reports from multiple custodian banks, regardless of format differences, extracting holdings, valuations, and transaction data into a unified dataset.
Multi-Custodian Data Aggregation
Automatically reads and processes performance reports from multiple custodian banks, regardless of format differences, extracting holdings, valuations, and transaction data into a unified dataset.
Multi-Custodian Data Aggregation
Automatically reads and processes performance reports from multiple custodian banks, regardless of format differences, extracting holdings, valuations, and transaction data into a unified dataset.
Asset Classification Normalization
Standardizes inconsistent asset categorizations across custodians, mapping each institution's taxonomy to your family office's preferred classification structure for accurate allocation analysis.
Asset Classification Normalization
Standardizes inconsistent asset categorizations across custodians, mapping each institution's taxonomy to your family office's preferred classification structure for accurate allocation analysis.
Asset Classification Normalization
Standardizes inconsistent asset categorizations across custodians, mapping each institution's taxonomy to your family office's preferred classification structure for accurate allocation analysis.
Asset Classification Normalization
Standardizes inconsistent asset categorizations across custodians, mapping each institution's taxonomy to your family office's preferred classification structure for accurate allocation analysis.
Valuation Reconciliation
Identifies and flags valuation discrepancies across custodians for the same securities, enabling quick resolution of pricing differences and ensuring accurate net worth calculations.
Valuation Reconciliation
Identifies and flags valuation discrepancies across custodians for the same securities, enabling quick resolution of pricing differences and ensuring accurate net worth calculations.
Valuation Reconciliation
Identifies and flags valuation discrepancies across custodians for the same securities, enabling quick resolution of pricing differences and ensuring accurate net worth calculations.
Valuation Reconciliation
Identifies and flags valuation discrepancies across custodians for the same securities, enabling quick resolution of pricing differences and ensuring accurate net worth calculations.
Performance Attribution Analysis
Calculates portfolio-level returns by aggregating performance data across all custodians, providing clear attribution by asset class, geography, and investment strategy.
Performance Attribution Analysis
Calculates portfolio-level returns by aggregating performance data across all custodians, providing clear attribution by asset class, geography, and investment strategy.
Performance Attribution Analysis
Calculates portfolio-level returns by aggregating performance data across all custodians, providing clear attribution by asset class, geography, and investment strategy.
Performance Attribution Analysis
Calculates portfolio-level returns by aggregating performance data across all custodians, providing clear attribution by asset class, geography, and investment strategy.
Currency Conversion and Hedging
Automatically converts multi-currency holdings to your reporting currency using current exchange rates, and tracks foreign exchange exposure across the consolidated portfolio.
Currency Conversion and Hedging
Automatically converts multi-currency holdings to your reporting currency using current exchange rates, and tracks foreign exchange exposure across the consolidated portfolio.
Currency Conversion and Hedging
Automatically converts multi-currency holdings to your reporting currency using current exchange rates, and tracks foreign exchange exposure across the consolidated portfolio.
Currency Conversion and Hedging
Automatically converts multi-currency holdings to your reporting currency using current exchange rates, and tracks foreign exchange exposure across the consolidated portfolio.
Audit-Ready Documentation
Maintains complete traceability by linking every consolidated figure back to its source custodian statement with AI Citations, creating a defensible audit trail for compliance and tax reporting.
Audit-Ready Documentation
Maintains complete traceability by linking every consolidated figure back to its source custodian statement with AI Citations, creating a defensible audit trail for compliance and tax reporting.
Audit-Ready Documentation
Maintains complete traceability by linking every consolidated figure back to its source custodian statement with AI Citations, creating a defensible audit trail for compliance and tax reporting.
Audit-Ready Documentation
Maintains complete traceability by linking every consolidated figure back to its source custodian statement with AI Citations, creating a defensible audit trail for compliance and tax reporting.
Processes statements from any custodian
To deliver a unified view of family wealth.
Get started
Get started
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
Customer voices
Customer voices
Connect AI to your custodian data.
Connect AI to your custodian data.
Get real-time visibility into total family wealth across all institutions.
Get real-time visibility into total family wealth across all institutions.
Finance
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Legal
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Insurance
•
Tax
•
Real Estate
Finance
•
Legal
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Insurance
•
Tax
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Real Estate
Finance
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Legal
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Insurance
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Tax
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Real Estate
Customer Voices
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Industrial equipment sales
We are looking for V7 Go and AI in general to be the beating heart of our company and our growth. It will make us more productive as a company, liaising with customers, automating tasks, even finding new work.
Read the full story
Insurance
We have six assessors. Before V7 Go, each would process around 15 claims a day, about 90 in total. With V7 Go, we’re expecting that to rise to around 20 claims per assessor, which adds up to an extra 30 claims a day. That’s the equivalent of two additional full-time assessors. Beyond the cost savings, there’s real reputational gains from fewer errors and faster turnaround times.
Read the full story
Real Estate
Prior to V7, people using the software were manually inputting data. Now it’s so much faster because it just reads it for them. On average, it saves our customers 45 minutes to an hour of work, and it’s more accurate.
Read the full story
Finance
“Whenever I think about hiring, I first try to do it in V7 Go.” Discover how HITICCO uses V7 Go agents to accelerate and enrich their prospect research.
Read the full story
Finance
The experience with V7 has been fantastic. Very customized level of support. You feel like they really care about your outcome and objectives.
Read the full story
Features
Features
Results you can actually trust.
Reliable AI document processing toolkit.
Results you can trust.
Trustworthy AI document processing toolkit.
Supporting complex documents.
Up to 200 pages.
Custodian reports come in every imaginable format. This agent handles proprietary bank PDFs, multi-tab Excel workbooks, scanned statements, and even handwritten annotations on private investment reports. It extracts data regardless of layout complexity.
Input types
50+ languages
Multi-Currency
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Spreadsheets
Scanned Documents
Handwritten Notes
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Custodian reports come in every imaginable format. This agent handles proprietary bank PDFs, multi-tab Excel workbooks, scanned statements, and even handwritten annotations on private investment reports. It extracts data regardless of layout complexity.
Input types
50+ languages
Multi-Currency
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Spreadsheets
Scanned Documents
Handwritten Notes
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Supporting complex documents.
Up to 200 pages.
Custodian reports come in every imaginable format. This agent handles proprietary bank PDFs, multi-tab Excel workbooks, scanned statements, and even handwritten annotations on private investment reports. It extracts data regardless of layout complexity.
Input types
50+ languages
Multi-Currency
200 pages
Multi-modal
Document types
PDFs
Complex Tables
Spreadsheets
Scanned Documents
Handwritten Notes
Vendor_US.xlsx
3
Supply_2023.pptx
Review_Legal.pdf
Reach 99% accuracy rate
through GenAI reasoning.
Financial accuracy is non-negotiable for family offices. The agent uses sophisticated workflows to ensure every valuation, holding quantity, and transaction is captured with precision, ready for board presentations and regulatory filings.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Financial accuracy is non-negotiable for family offices. The agent uses sophisticated workflows to ensure every valuation, holding quantity, and transaction is captured with precision, ready for board presentations and regulatory filings.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Reach 99% accuracy rate
through GenAI reasoning.
Financial accuracy is non-negotiable for family offices. The agent uses sophisticated workflows to ensure every valuation, holding quantity, and transaction is captured with precision, ready for board presentations and regulatory filings.
Model providers
Security note
V7 never trains models on your private data. We keep your data encrypted and allow you to deploy your own models.
Answer
Type
Text
Tool
o4 Mini
Reasoning effort
Min
Low
Mid
High
AI Citations
Inputs
Set a prompt (Press @ to mention an input)
Trustworthy results,
grounded in reality.
Every figure in the consolidated report is visually linked to its source custodian statement. Click any number to see exactly where it came from, creating complete transparency and a defensible audit trail for compliance.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 198 15" xmlns="http://www.w3.org/2000/svg"><defs ><clipPath id="J0QEw1Ctk-2037569988-stroke"><use href="%23J0QEw1Ctk-2037569988"/></clipPath><path d="M 0 1 C 0 0.448 0.448 0 1 0 L 197 0 C 197.552 0 198 0.448 198 1 L 198 9 C 198 9.552 197.552 10 197 10 L 76 10 L 76 14 C 76 14.552 75.552 15 75 15 L 1 15 C 0.448 15 0 14.552 0 14 Z" id="J0QEw1Ctk-2037569988"/></defs><use fill="rgba(124, 58, 237, 0.1)" height="15px" href="%23J0QEw1Ctk-2037569988" id="J0QEw1Ctk" width="198px"/><use clip-path="url(%23J0QEw1Ctk-2037569988-stroke)" fill="transparent" href="%23J0QEw1Ctk-2037569988" stroke-dasharray="0" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="4" stroke-width="1" stroke="rgb(124, 58, 237)"/></svg>)
02
01
01
02
Trustworthy results,
grounded in reality.
Every figure in the consolidated report is visually linked to its source custodian statement. Click any number to see exactly where it came from, creating complete transparency and a defensible audit trail for compliance.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Trustworthy results,
grounded in reality.
Every figure in the consolidated report is visually linked to its source custodian statement. Click any number to see exactly where it came from, creating complete transparency and a defensible audit trail for compliance.
Visual grounding in action
00:54
Deliberate Misrepresentation: During the trial, evidence was presented showing that John Doe deliberately misrepresented his income on multiple occasions over several years. This included falsifying documents, underreporting income, and inflating deductions to lower his tax liability. Such deliberate deception demonstrates intent to evade taxes.
Pattern of Behavior: The prosecution demonstrated a consistent pattern of behavior by John Doe, spanning several years, wherein he consistently failed to report substantial portions of his income. This pattern suggested a systematic attempt to evade taxes rather than mere oversight or misunderstanding.
Concealment of Assets: Forensic accounting revealed that John Doe had taken significant steps to conceal his assets offshore, including setting up shell companies and using complex financial structures to hide income from tax authorities. Such elaborate schemes indicate a deliberate effort to evade taxes and avoid detection.
Failure to Cooperate: Throughout the investigation and trial, John Doe displayed a lack of cooperation with tax authorities. He refused to provide requested documentation, obstructed the audit process, and failed to disclose relevant financial information. This obstructionism further supported the prosecution's argument of intentional tax evasion.
Prior Warning and Ignoring Compliance
02
01
01
02
Enterprise grade security
for high-stake industries.
Family office financial data is among the most sensitive information in finance. V7 Go processes all custodian statements within your secure, private environment, ensuring complete confidentiality and compliance with data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Family office financial data is among the most sensitive information in finance. V7 Go processes all custodian statements within your secure, private environment, ensuring complete confidentiality and compliance with data protection standards.
Certifications
GDPR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
Enterprise grade security
for high-stake industries.
Family office financial data is among the most sensitive information in finance. V7 Go processes all custodian statements within your secure, private environment, ensuring complete confidentiality and compliance with data protection standards.
Certifications
GPDR
SOC2
HIPAA
ISO
Safety
Custom storage
Data governance
Access-level permissions
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Answers
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.
+
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.
+
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.
+
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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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.
+
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.
+
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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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.
+
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.
+
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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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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
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.
+
Next steps
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.
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board:
Uncover hidden liabilities
in
supplier contracts.
V7 Go transforms documents into strategic assets. 150+ enterprises are already on board: