The Command Center for the Family Office CIO.
Most family offices run on six custodian portals, four spreadsheets, and one overworked analyst. Pulse replaces that stack with one governed operating system.
Structures, Custodians, and Geographies
Most platforms were built for a single account. Family offices operate across entities, generations, and jurisdictions. Keenai Pulse is the operating infrastructure that brings it all into one governed system.
In Practice
How family offices are using Pulse to operate with institutional precision.
Case study
From Fragmented to Governed: A Multi-Entity Family Office Consolidation
A third-generation family office managing assets across four jurisdictions and eleven custodians had no single view of net wealth. Reporting took three weeks every quarter. With Pulse, consolidated reporting now runs in 48 hours and the CIO has a live dashboard for the first time.
Read the Full Case Study
Turning Your Challenges intoStrategic AdvantageA unified entity map with precise reporting at every level, from the individual account to the consolidated family view.
Mandate-specific tracking with real-time breach alerts. Each account measured against its own rules, not a generic benchmark.
Every custodian feed aggregated, reconciled daily, and presented in one governed data environment. No more manual consolidation.
Dex filters the noise and delivers curated, portfolio-relevant intelligence directly to the CIO dashboard.
Empower Your Family's
Wealth With
Custom Solutions
Deep InsightsComplete Control
Structured Onboarding. Zero Disruption.
Your entity hierarchy, mandate configurations, and family structure are built into the platform from day one. Go live without rebuilding your operating model.
Automated Daily Reconciliation
Positions reconciled against custodian feeds every 24 hours. Discrepancies surfaced before they compound. Your data closes every day, not every quarter.
One Source of Truth. Across the Entire Structure.
Every investment decision, allocation change, and governance action traces back to one verified data environment. No parallel spreadsheets. No version conflicts.
Real-Time Portfolio Analytics
Live P&L across every position. Stress testing against defined scenarios. Attribution analysis by asset class, geography, and manager. The analytics desk the CIO actually needs.
Workflows Built Around Your Governance Model
Approval chains, document controls, and data validation rules configured to match how your office actually operates, not a generic template.
On-Demand Reporting. Any Format. Any Recipient.
Generate consolidated reports for the principal, entity-level reports for the trustee, and performance reports for the CIO, each in the format they need, on demand.
Institutional Security Infrastructure
SOC 2 Type II certified. End-to-end encrypted. Role-based access controls with a full audit trail. The security posture of a private bank, in a platform built for family offices.
Full Wealth Consolidation. Including the Unlisted.
Listed securities, private equity, real estate, loans, and operating company holdings, consolidated into one net wealth view with proper liability netting.