One portal across every family you serve.
For RIAs with family office clients, Segmental gives your team, each family and their accounting firm one shared workflow for bills, approvals and payments.
The problem
What slows the work down
The same work, family after familyEach family has its own vendors, entities and approval chain, but the work is the same.
Three parties, one inboxThe family, the accounting firm and your team coordinate by email.
DiscretionEach family's information has to stay walled off from every other family's.
Products
Where Segmental helps
Operations & complianceFamily Office PortalOne private place for every bill, approval and payment, shared with your advisors.Learn more →Fund lifecycleVerification & ReconciliationCheck NAVs, capital accounts and statements against the source, including shadow accounting.Learn more →Operations & complianceKYC OperationsEvery KYC case arrives with its checks already run and evidence attached.Learn more →
Platform
One platform under every product
Your documents and data become a knowledge graph, and a rules engine applies your firm's logic the same way every time, inside your environment.
Start with one family.
See the platform on your own documents. It deploys inside your environment, and first rules are ready to review within days.