Your Family Office Front-to-Back Solution
From Bloomberg EMSX integration and reconciliation to Hong Kong news intelligence, reporting, cloud, AI, and low-latency infrastructure—we engineer the systems behind day-to-day financial operations.
Hong Kong offers an exceptional launchpad for family offices and emerging financial firms, combining deep capital markets, global connectivity, a sophisticated professional-services ecosystem, and direct access to opportunities across Greater China and Asia.
We work alongside founders, investment teams, and family principals to build the full technology environment around their operating model—from secure cloud infrastructure, data governance, cybersecurity, and regulatory controls to trading connectivity, reconciliation, reporting, and AI-enabled research. The result is an integrated platform that supports a focused team at launch and scales as the business evolves.
Purpose-built technology for investment and financial operations
Connected workflows, not isolated tools.
Stage orders from an internal portfolio workflow to Bloomberg EMSX, capture execution updates, reconcile fills against broker files, and route breaks to the right owner.
Collect HKEX filings and selected news, identify issuers and event types, extract key facts, and send prioritised alerts with links back to source documents.
Normalise custodian and bank data, reconcile positions and cash, investigate exceptions, and publish approved portfolio and management reports from one governed dataset.
Move orders between portfolio decisions, internal controls, and Bloomberg EMSX without duplicate entry or fragmented execution records.
We build a controlled connection between your order management workflow and EMSX. Orders can be staged after pre-trade checks, monitored throughout their execution lifecycle, and enriched with fills, broker details, commissions, and allocation data as updates arrive.
OutcomeA faster and more reliable path from investment decision to confirmed execution and downstream booking.
Corporate announcements are essential to informed investment decisions, yet monitoring, reviewing, and interpreting them is often a time-consuming and repetitive process.
Our platform focuses on the Hong Kong market, continuously collecting the latest HKEX announcements and selected local corporate news, linking each update to the correct listed issuer, and extracting the information that matters. With integrated AI, users can ask questions across both current announcements and historical reports, compare developments over time, and quickly uncover relevant facts while retaining a direct link to every source document.
OutcomeReduce repetitive research, save valuable analyst time, and provide decision-makers with timely, reliable corporate intelligence whenever they need it.
Replace spreadsheet-heavy checks with an exception-led control process across orders, trades, cash, and holdings.
The reconciliation engine ingests files and feeds from brokers, custodians, banks, fund administrators, and internal books. Configurable matching logic automatically clears expected records and directs genuine breaks into an accountable investigation workflow.
OutcomeA clear daily control position with fewer manual checks and a defensible record of every resolved exception.
Give investment teams, management, clients, and family stakeholders a consistent view built from governed data.
We consolidate portfolio, transaction, benchmark, entity, and market data into reporting tailored to each audience. Interactive dashboards support daily decisions while scheduled packs provide a controlled, repeatable record for committees and stakeholders.
OutcomeOne trusted reporting process from underlying position data to the final decision-ready pack.
Create a secure computing foundation for data-intensive financial workloads and practical, private AI automation.
We design cloud environments that balance scalability with financial-sector security, resilience, and cost control. On top of that foundation, private AI services can classify documents, extract data, support research, and automate operational tasks while keeping sensitive information within defined boundaries.
OutcomeElastic computing and useful AI capabilities with the controls required for confidential financial information.
Engineer time-sensitive market data, pricing, execution, and risk services for stable performance under real production load.
We examine the complete latency path—from network and market-data ingestion to business logic, messaging, and persistence. The resulting architecture prioritises predictable response times, controlled resource use, fault isolation, and operational visibility rather than headline benchmark numbers alone.
OutcomeConsistent and measurable performance for workflows where timing, throughput, and availability directly affect the business.
Transform a specialist process, new product idea, or ageing internal platform into software your team can rely on and evolve.
Some requirements cannot be solved well by an off-the-shelf product. We work directly with business and technology stakeholders to understand the workflow, simplify where appropriate, and deliver a maintainable system that integrates with the tools and institutions already in place.
OutcomeA system shaped around your competitive advantage instead of a compromise dictated by generic software.