The whole balance sheet,
in one view

For single and multi-family offices. Numen gives the family the research capability of an institutional desk, across listed and private markets, with EU data residency

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The family office desk, looking across listed and private holdings in one view
The platform

Replace the research desk you can’t staff

Numen working through an S&P 500 question: it plans the analysis, reads the data, researches the web, then reviews and writes the answer.

Cover the universe

Every name gets its own model, ranked and explained, which is coverage no family office could staff internally.

The portfolio open in eldarion with the Ask panel alongside it: the mandate, its sector tilt against the index and the whole allocation as a ring, and alongside them the panel, where someone has asked why the portfolio is ahead of the benchmark this quarter and the answer is already written — ahead by 1.4 points, and underneath the sectors that account for it

Answer on the spot

Ask across every custodian and entity, listed and private together, and get it answered from the family’s own positions, with citations.

The screen for adding a custodian: a search field over a list of banks and brokers — Fidelity, Citi, Chase, Charles Schwab, Interactive Brokers, Santander, BBVA and the file you already receive — each one saying whether it sends positions straight through or a statement to import

Run the office lean

Custodian statements, reconciliation, capital calls and the consolidated view run on their own each month, so you review instead of produce.

Three pages of a research note fanned out on the desk: the earnings recap itself, the financial summary exhibits behind it, and the risks and disclosure page — every figure carried through from the same filings.

Deliver on schedule

Quarterly packs, committee papers and next-generation briefs come out in your own layout, on time, without anyone rebuilding them by hand.

In practice

How family offices use Eldarion

Consolidated view

Every bank, custodian and entity in one view, reconciled overnight, with anything that doesn’t tie flagged.

Manager due diligence

Open the name your manager is proposing and see which factors push the forecast up or down.

Ask the family wealth directly

“What’s our total exposure, including the funds?” Answered from the family’s own positions, with look-through.

Desk automation

Turn what the office repeats, reconciliation, capital-call tracking, into workflows that run on their own.

Reports & presentations

Translate your analysis into polished presentations in your firm’s style.

Add Eldarion to your team.

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