Accounts, investments, holdings and companies — across several people and several vehicles — in a single overview. Current valuations, real returns after tax, governed access. Decisions grounded in data, not impressions.
Invited by a family member? Join with your code
A family estate is fragmented, opaque and hard to report on to the people who share it. AIDA brings it together.
Accounts, securities, holdings and family companies consolidated on a single screen. The real value of the estate in real time, with no manual reconciliation of bank statements.
Not the theoretical gross figure: the return you actually keep, after foreign withholding and the holding company's taxation. The number decisions are made on.
Personal assets, individual holdings and jointly held stakes, each with its own visibility. Every family member and every adviser sees only what concerns them — under your control.
From activation to full operation, with no technical setup and no waiting.
It takes minutes. As the administrator, you decide who gets in and with which permissions.
Bank statements and reports: AI reads them and pre-fills the transactions. You confirm — no manual data entry.
Children, partners, your accountant: each with read-only access to their own perimeter. No visibility beyond what is due.
No more scattered spreadsheets and mismatched versions: the family estate lives in one place, always up to date.
The family report — holdings, performance, changes — ready when you need it, not after half a day of work.
European infrastructure, restricted access. The family estate stays under your exclusive control.
Open your family's space in minutes. As the administrator you decide who gets in and with which permissions — family and advisers, each according to their role.