Tributom

Tributom One

The private wealth platform, built for family offices and the firms that serve them.

A family office platform for the whole of private wealth. Capital calls, statements and bank feeds read automatically, with TributomAI doing the categorising. One ledger for private funds, listed securities, property and cash. Net worth, performance and liquidity - for a family, an individual or a whole client book - traceable to the page it came from.

Tributom One Executive view: family net worth, allocation and wealth evolution

Who it is for

One register, whoever holds the wealth

A single-family office, a private client, a bank's UHNW book or an administrator's trusts run on the same platform - each as its own deployment, with its own database and its own sign-in.

Family offices

Single and multi-family offices running funds, securities, property and cash across many entities.

UHNW individuals and their advisers

One reconciled view of a complex personal balance sheet, shared with the people who look after it.

Private banks and wealth managers

Consolidated reporting for clients whose wealth sits well beyond the bank's own custody.

Administrators and trustees

Document-level evidence, approvals and an audit trail for every client book you run.

The platform

Twelve areas. One source of truth.

Every area reads and writes the same register, so reporting, accounting and operations never drift apart.

Reporting Centre

Net worth, allocation, performance and cash for a family, a client or a whole book, drawn from the same register as the accounts - never from a spreadsheet. Consolidated wealth reporting and family office reporting software, built for everyone who manages private wealth.

Performance & Benchmarks

Pooled IRR, TVPI, DPI and the J-curve for the whole book or one vintage, compared with public benchmarks on a like-for-like basis.

Document Extraction

Capital calls, distributions, capital account statements, redemption notices and GP reports become reviewed data - with every figure highlighted on the page it came from.

TributomAI

A language model that runs on infrastructure Tributom controls categorises bank lines, reads GP reports and refines report commentary - always with a confidence score and human review. AI for family offices and private wealth, without the data leaving the building.

Banking & Reconciliation

Every account feeds one ledger. Wires are matched to the notices that explain them, the rest is categorised with a confidence score and queued for review.

Accounting Engine

Family office accounting software that produces a balance sheet, a profit and loss account and a trial balance straight from the book - for the whole family, one entity or one scope, at any date and in any currency - with journals approved under maker-checker and exported to the general ledger you already run.

Cash & Liquidity

Live balances by account and currency, and a 24-month forecast that reads the notices already on file, the fund book's pacing and the family's spend.

Private Markets

Plan the next commitments, model secondaries and co-investments on each fund's real flows, and keep the pipeline of what the family is considering next to the liquidity it would need.

Public Markets

Brokerage statements become positions, income and realised gains - measured with exactly the same IRR and multiples as the fund book.

Family & Ownership

People at the top of the structure: each member's wealth seen through every trust, company and account, with property, art and vehicles alongside the portfolio.

Tax Documents

Schedule K-1's, K-3's, Forms 1042-S and 8805 and PFIC statements read into a register, every box traceable to the page and rolled up by fund, year and owner.

Report Studio

Quarterly family reports, meeting packs, IC and trustee packs built from the live book, with commentary in which every number traces to the data.

Documents in

Fund documents become data, with the evidence attached.

Capital calls, distributions and capital account statements from fund administrators are read without templates to maintain. Each figure is boxed on the PDF, so a reviewer checks it in seconds and an auditor can find it years later.

Document extraction
Tributom One Private Assets register: capital calls, statements and redemptions read from administrator PDFs

Reconciled

Every wire matched to the notice that explains it.

Bank feeds and statements land in one ledger. Calls, distributions and redemptions are matched automatically; what remains is categorised with a confidence score and queued for human review.

Banking & reconciliation
Tributom One Cash and Liquidity overview: cash by bank and account

Reported

Wealth seen through the structure, not despite it.

Members, trusts, companies and accounts on one map. Each person's wealth is followed through the ownership chain to the holding - and reported in any currency, as of any date.

Family & ownership
Tributom One Family view: members connected to entities and holdings by ownership share

Tributom AI

AI where it helps. Deterministic where it must be exact.

A language model on infrastructure Tributom controls - never a public API - categorises bank lines with a confidence score, reads GP reports into structured data and refines report commentary without touching a number. The figures themselves come from deterministic extraction and the ledger, where they can be traced to the page.

How TributomAI works
Tributom One transaction review: bank lines categorised by TributomAI, each with a confidence score

Trust & security

Built for the scrutiny private wealth data deserves

A dedicated deployment per client, your own Microsoft identity, and every change recorded.

Microsoft Entra ID sign-in

Single sign-on with your tenant; no separate passwords.

One database per client

Your deployment, your database, your document store - never shared.

Roles by module

View, edit or approve, per area, per person.

Maker-checker

Changes held for approval where you require it; no self-approval.

Field-level audit trail

User, record, field, old and new value on every edit.

Hosted on Microsoft Azure, UK South

Infrastructure certified to ISO/IEC 27001 and audited under SOC 2 Type 2; secrets in Key Vault, encrypted storage.

Read more about security and access

Connects with

Bank feed aggregatorsBank and custodian statementsAccounting softwareGP portals and document platformsMarket data providersSecurities reference dataSingle sign-on

FAQ

Frequently asked questions

Comparing platforms? Read our even-handed buyer's guide to family office software, with Addepar, Aleta, Asora, Eton Solutions, Landytech, Masttro and QPLIX described in their own words.

See Tributom One on your own structures.

A demo is a working session on the entities, funds and reporting you actually manage - reviewed and arranged personally.

Book a demo