Tyler Gillespie
Chief Marketing Officer
More portal connections, broader document coverage, and a clearer view of ownership.
A family office’s information arrives through different portals, document formats, and ownership structures. Bringing it together means handling the details at each step, from connecting an investment portal to understanding how assets sit within a family’s entities.
October’s releases focused on those connections. Unlimited.ai now supports investment portals that use text-message verification, processes more tax-document types, and offers clearer balance-sheet and entity reporting.
1. Connect Portals That Use Text-Message Verification
Some investment portals require a verification code by text message. That extra step can keep a portal disconnected from the rest of an office’s workflow.
Unlimited.ai now supports investment portals that require SMS multi-factor authentication. If a portal has remained disconnected because it sends verification codes by text, our team can help you complete the setup.
This expands the portal connections our team can help you bring into Unlimited.ai, including those with text-message verification requirements.
2. Tax Documents Beyond K-1s
The tax documents associated with a portfolio extend beyond K-1s. October expanded the document-processing workflow to recognize more of those formats.
Supported types now include W-2, W-9, K-3, 1042-S, and 1099 variants. These documents are classified and tagged within the existing Tax Documents category and routed through the tax-document redaction workflow.
The improvement is in how documents are processed and matched, bringing broader tax-document coverage into the existing workflow.
3. Clearer Balance Sheets and Entity Reporting
A useful report needs to show both the assets and the structure around them. October’s reporting improvements make that structure easier to follow.
A clearer balance-sheet hierarchy
Balance sheets preserve the relationship between entities, sections, categories, and positions, while omitting redundant or empty direct-position sections. The result is a cleaner view of the entity structure without unnecessary repetition.
A view through indirect ownership
An optional “Include indirectly owned assets” filter lets you view assets held through other entities in proportion to effective ownership. It is available in asset entity filters across charts, tables, pivots, and line charts.
This uses current ownership relationships alongside values at the report date. It helps clarify exposure through the structure without treating an indirectly held position as wholly owned.
What This Adds Up To
October’s updates connect more of the information that family offices work with every day: portals with text-message verification, a wider range of tax documents, and assets held through layered entity structures.
Want to see how these updates fit your workflow? Book a guided walkthrough with our team.
