Direct access to private deals, industry expertise, capital partners and risk management.

Why RealView?

Governance. Risk. Intelligence

RealView helps family offices with reporting across all asset classes, governance, risk management and actionable intelligence.

Streamline your governance and reporting.

Private equity, real estate & asset protection.

Elevate your client engagement.

Built in compliance checks, streamlined workflow and collaboration with stakeholders.

Lets you focus on relationships and performance

Modernize portfolio management and investor relations.

All Asset Classes

Track direct and indirect investments in one place.

Risk Management

Comprehensive risk identification and mitigation.

Investment Rights

Identify and actively monetize follow-on investment right.

Secure

Data that is 100% encrypted during storage and transport.

Scenario modeling

Severe macro-economic events require preparedness for the worst case scenario.

On Demand Support

Industry analysts and support team on standby.

Reporting

Custom reporting for quarterly and annual filing requirements.

Entity Planning & Management

Schematic of holding entities and details.

Collaboration & Capital Markets

Bringing all stakeholders together.