The system of record for structured wealth.
A precise, auditable system of record for complex wealth — ownership structures, transactions, and governance in a single source of truth.
The problem
Complex wealth breaks traditional tools.
Most wealth management workflows depend on fragmented spreadsheets, disconnected systems, and manual reconciliation. The result is operational risk, weak auditability, and no single source of truth when it matters most.
Spreadsheet fragmentation
Ownership structures, valuations, and transactions live in disconnected files with no version control and no traceability.
Manual reconciliation
Producing a reliable, timestamped view of a portfolio requires significant manual effort — and still leaves room for error.
Weak auditability
When decisions are questioned — by clients, regulators, or internal governance — the evidence trail is often incomplete or unavailable.
Operational fragility
Processes that depend on individual knowledge and ad-hoc tooling do not scale and introduce significant key-person risk.
The solution
A structured, auditable foundation for wealth governance.
Omnivalis provides a precise data model for the full lifecycle of wealth: assets, ownership structures, transactions, valuations, and supporting evidence — all governed, versioned, and auditable by design.
Structured asset modeling
Define assets with precision — type, jurisdiction, currency, legal entity — and maintain a clear, timestamped record of state changes.
Ownership graph
Model complex, multi-layer ownership structures including direct holdings, trusts, SPVs, and intermediaries, with full temporal consistency.
Multi-layer ownership structure with 18 entities across 4 jurisdictions
Transaction ledger
Record acquisitions, disposals, transfers, and capital events with structured metadata, linked evidence, and an immutable audit trail.
Valuation history
Track valuations over time with source attribution, methodology notes, and linkage to supporting documents.
Evidence vault
Attach and version documents, contracts, appraisals, and compliance records directly to the entities they govern.
Who it is for
Built for practitioners who manage complexity.
Wealth Advisors
When a client holds assets across multiple jurisdictions and legal entities, consolidating a reliable view takes days. Omnivalis makes it the starting point — structured, auditable, and always current.
Family Offices
A single family. Forty assets. Multiple generations of ownership changes across jurisdictions and legal structures. Omnivalis governs the full picture without manual reconciliation.
Boutique Asset Managers
Illiquid and alternative portfolios don't fit standard platforms. Omnivalis models any asset class explicitly — with the operational rigour that institutional mandates require.
Legal, Tax & Advisory Firms
When regulators or clients question a position, the evidence trail must be complete and immediate. Omnivalis makes defensibility a structural property, not an afterthought.
Design principles
Built on principles that matter at institutional scale.
Auditability
Every state change is recorded with a timestamp and actor context. Nothing is silently overwritten.
Temporal consistency
The system preserves the full history of records, enabling point-in-time queries and retroactive auditability.
Multi-tenant architecture
Data is strictly isolated by tenant. Operational boundaries, access controls, and reporting are enforced at the platform level.
Structured extensibility
The data model is designed to accommodate new asset classes, ownership patterns, and regulatory requirements without breaking existing records.
Early access · By invitation
Replace the spreadsheet. Keep the rigour.
We're onboarding a select group of practitioners. If you manage complex, multi-entity wealth and current tools are failing you — let's talk.