Streamline the management of complex and diverse investments with a unified platform that enables efficient overview and strategic decision-making.
Single-family office
Tailor investment strategies and risk preferences to meet the distinct goals of a single family or high-net-worth individual, ensuring alignment with their unique family office objectives.
Secure data storage
Zapflow offers a secure family office database that consolidates data from multiple sources, providing a single source of truth for your investment information.
Comprehensive oversight
Zapflow offers a family office platform that enables you to manage, track, and oversee all your investment activities while avoiding errors.
Family asset protection & compliance
Protect sensitive investment data while ensuring alignment with regulatory requirements.
Time-saving automation
Reduce manual tasks and free up time for strategic efforts.
Trusted in more than 35 countries
Effortless family office asset management
Oversee family's investment pipeline effectively
Thoroughly evaluate investment opportunities with an efficient due diligence process.
Keep track of all active and potential deals in one place for better visibility.
Store all documents, notes, and communications related to each deal in a single, secure location, enabling faster and more informed decision-making.
Receive automatic alerts for important milestones, deadlines, and tasks.
Monitor and optimize family wealth in real time
Screen family's' investment performance and returns.
Gain insights into portfolio diversification for strategic asset allocation to protect and grow family wealth.
Present key metrics relevant to family goals easily with customizable dashboards.
Make informed investment decisions aligned with family risk preferences.
Transparent communication based on customized & accurate reports
Collaborate with the family office network and securely share documents and messages within one place.
Generate customized family office reports and use visual data tools to gain clear insights that support your decisions.
Ensure transparency and accountability in family investment activities.
Sustainability & impact investing for family offices
Source deals that align with your family's investment preferences.
Gain clear insights into your investment portfolios and assess diversification with ease.
Effortlessly create custom ESG surveys with predefined metrics and limited response options, tailored to your family's impact goals.
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