Can we change which sections a report includes?

Each template defines its audience, depth and section order; sections can be refined individually and the run is saved as a frozen document.

Is the AI-written text checked?

A rewrite is accepted only if it keeps exactly the same numbers, introduces no new names or currency symbols and stays close to the original length - otherwise the deterministic text stands.

Can a report be exported or shared?

Every report exports as a print-ready landscape PDF, and the data behind it can be downloaded as an Excel workbook. Saved reports keep the figures and exchange rates they were built with, so a report reads the same when it is reopened.

Report Studio

Board-ready wealth reports in minutes, for the family, the committee or the trustee

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

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Tributom One Report Studio: the portfolio performance page of a quarterly family report, with two charts and commentary

Six templates - quarterly, family meeting, IC, trustee, annual book
Every sentence's figures trace to the underlying data
Refine with AI, guarded so no number can change
Draft and approved runs, frozen FX basis, print-perfect PDF

The portfolio performance page of a Quarterly family report - charts and commentary paginated for print, every figure traceable to the book.

Pick a template, an as-of date and a currency; saved runs stay frozen as built.

FAQ

Frequently asked questions

Further readingFamily office reporting: NAV, IRR, TVPI and look-through explainedWhat a family office report should contain, how each measure is calculated, why the same fund can show two different IRRs, and how to build reporting the whole family can trust.

Works with

Reporting CentreNet 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.Family & OwnershipPeople 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.Performance & BenchmarksPooled IRR, TVPI, DPI and the J-curve for the whole book or one vintage, compared with public benchmarks on a like-for-like basis.

See Report Studio on your own data.

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

Book a demo