enterprise · alpha
A retail investor has one account. A family office has fourteen entities.
the actual problem a family office wants solved is "what do we own, in total, today, across every custodian and every entity" — and nobody currently solves it. alpha does. and the schema was built for it from migration 0001 up, not retrofitted.
this tier is priced against real requirements, not a table. tell us about your setup — how many entities, how many custodians, which asset classes — and we'll come back with a scoped answer.
talk to us
a scoped answer, not a sales cadence.
capabilities
what alpha adds over sigma.
multi-entity
individual, HUF, private trust, LLP, partnership, private limited, sole proprietorship. each with its own PAN, books and tax treatment. users hold roles on entities, not on the platform.
family group
a container spanning entities, with beneficial ownership mapping and consolidated views that roll up across the group.
granular RBAC
principal, family CIO, portfolio manager, accountant, CA (read-only, tax scope), advisor (read-only, portfolio scope), beneficiary (read-only, own holdings only), auditor (read-only, immutable).
look-through exposure
drill through funds to underlying holdings so true single-stock, sector and issuer concentration is visible across the whole group.
insider-trading compliance
designated-person register, trading window open/close, pre-clearance workflow, cooling-off enforcement, Regulation 7(2) continual disclosure generation, SAST threshold alerts.
statutory reporting pack
Schedule AL, Schedule FA, FEMA/LRS utilisation tracking per individual, Form 15CA/CB support, trust distribution statements to beneficiaries.
consolidated statement generator
a branded PDF pack — net worth, allocation, performance, cash flows, holdings by entity, transaction log — emailed to the principal and their advisors on a schedule.