/Insights & Stories

September’s releases solved more of your portfolio’s complexity in Unlimited: foreign exchange, trustee and beneficiary relationships, and investment transfers between entities. We also streamlined our customer support framework for our growing ecosystem of customers.

There is a particular kind of frustration that comes from knowing your data exists but being unable to access it. You know the fund you committed to holds a dozen operating companies. You know the direct investment you sit on the board of produces a monthly income statement. But that information lives in a PDF in a folder in an inbox — not in the platform where you actually do your thinking.

Unlimited.ai, the AI-native operating system for family offices, ultra-high-net-worth individuals, and the RIAs who serve them, today announced the release of Sterling, its proprietary Portal Retrieval System engineered to change how clients interact with external investment data. The new technology automates data and document ingestion across disparate fund manager portals, directly underpinning Unlimited.ai's strategic initiative to optimize client operations and dramatically reduce total onboarding time.

July’s releases focused on two primary objectives: first, delivering on our brand promise of bringing transparency and full automation to the private markets, and second, bringing our customer requests to life to solve real pain points.

June brought three releases that change how family offices see, track, and control their data — from Laila's newest analytical capability to a completely reimagined way to navigate your portfolio.

Technology is the only way to create clarity from the chaotic effects of decentralization.

Every month, our team builds with three priorities in mind: new client-requested features, AI automation to solve real pain points for our clients, and enhancements to existing features. It's our never-ending cycle of improvement — our kaizen. May delivered on all three.

In a recent appearance on the Collide Podcast, Hunter Honnessy, CTO and Co-Founder of Unlimited.ai, discussed why he believes AI is not simply adding another layer to existing software, but fundamentally changing the economics, architecture, and organizational structure of financial technology itself.

In April, we made major infrastructure improvements to enhance the user experience, launched our custom reporting platform, and had our leadership team featured in several great industry outlets. Read our recap of the month below.

“I’ve never seen my portfolio this clear before.” Tufte wrote that “graphical excellence consists of complex ideas communicated with clarity, precision, and efficiency.” Charles Eames said that “design is a plan for arranging elements in such a way as best to accomplish a particular purpose.” Harry Beck showed that a transit system becomes navigable not when you draw it accurately, but when you draw it clearly.

Our CEO and Founder, David Sawyer, was featured in Mr. Family Office — a publication that reaches 75K+ family office professionals globally — to discuss why the family office technology landscape is undergoing a fundamental shift.

The Unlimited.ai team ships at a relentless pace that's redefining what family offices should expect from their technology, and March does so even more. This release spans seven major features, from Nobel Prize–winning portfolio science to real-time benchmarking against public markets, delivering institutional-grade tools that simply don't exist anywhere else in our category.

Our CTO, Hunter Honnessy, joined Mercury Fund's panel at the Ion to talk about the FDE model and why it matters for private markets.

Family offices and RIAs trust us with their most sensitive portfolio data. That's not something we take lightly — it's something we build around.

We've been heads-down building, and v2.2.0 is the result—a landmark release packed with powerful new capabilities designed to give you deeper insight, faster workflows, and a more intuitive experience across your entire portfolio. Here’s everything that’s new.

On September 9th, David Sawyer sat down with David Weisburd at the Future Proof Festival in Huntington Beach, CA.