/Insights & Stories

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.

Our best update yet… again.

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.