Use cases
Built for practitioners who manage complexity.
Wealth Advisors
When a client holds assets across 6 jurisdictions and 4 legal entities, consolidating the picture takes days.
Omnivalis makes it the starting point, not the deliverable. Every holding, entity, and transaction is structured and auditable from day one — so advisors spend time on advice, not reconciliation.
Family Offices
A single family. Forty assets. Three generations of ownership changes.
Omnivalis structures the entire patrimony — from the residential property to the SPV in Luxembourg. Every ownership change is recorded, every entity is linked, and the full picture is always available.
Boutique Asset Managers
Illiquid and alternative portfolios don't fit standard platforms.
Omnivalis models them explicitly — with the operational rigour that institutional clients expect. Any asset class, any structure, with a data model designed to accommodate complexity without breaking existing records.
Legal, Tax & Advisory
When regulators or clients question a position, the evidence trail must be complete and immediate.
Omnivalis makes defensibility a structural property, not an afterthought. Every position is linked to its supporting evidence, every change is timestamped, and every audit trail is complete by design.
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.