Mindlytx for Family offices
Clear sight of what the family owns, and where it is concentrated.
Positions, exposure and concentration in one analytical view
Exposure by sector
Top 3 positions58%
Family investment rules
- Single position ≤ 15%11%Within
- Sector ≤ 35%38%Breach
- Liquid assets ≥ 10%14%Within
Portfolio vs benchmark
+8.4%
Illustrative interface with sample data. Not live market data.
The challenge
Family investments often sit across brokerage accounts, funds and direct positions, reported in different formats. Seeing the whole picture, and the concentration risk in it, takes manual work.
What Mindlytx provides
Mindlytx brings portfolio positions into one view: exposure by sector, concentration, performance against a benchmark, and monitoring against the family's own investment rules, with fund and company research alongside.
Business value
- 01
One view of exposure and concentration
- 02
Positions checked against the family's own limits
- 03
Fund selection with manager and category context
- 04
Company disclosures reviewed with traceable figures
Relevant modules
- Portfolio IntelligenceAvailable nowPortfolio visibility, exposure and concentration, with performance in context.Learn more
- Mutual Fund IntelligenceAvailable nowDiscover, compare and analyse mutual funds on consistent, published data.Learn more
- Disclosure IntelligenceAvailable nowMindlytx's own OCR and extraction engine turns financial statements into structured figures, each traceable to its source page.Learn more
- Market Intelligence WorkspaceAvailable nowOne environment for monitoring market conditions, sectors, liquidity and news.Learn more
- AI Co-InvestorAvailable nowAsk investment research questions and receive structured answers grounded in platform data.Learn more
Good to know
Mindlytx supports analysis and monitoring. It does not manage assets or execute transactions.