Available exclusively to Inscription Capital clients
Beyond your portfolio, a suite of private technology built into your relationship with us — for the business you run, the family you're building, and the questions that don't wait for office hours.
Explore the CapabilitiesEach is built around your family's actual holdings and delivered privately, under our care — not a generic app, a capability specific to you.
For families whose wealth runs through an operating company: ask a question about cash flow, receivables, or performance and get an answer in seconds — as if you had a CFO on call, without adding to your team.
A single, always-current view across your personal holdings, trusts, and alternative investments — reconciled automatically, so you're never piecing your own net worth together from a stack of statements.
K-1s, statements, and supporting documents collected and organized automatically throughout the year — ready the moment your CPA needs them, not the week before the deadline.
Ongoing, private monitoring of your company's financial health — cash runway, receivables aging, margin trends — with early notice before a small issue becomes a large one.
A private assistant that knows your family's holdings and can respond the moment a question comes up — evenings, weekends, wherever you are. Anything beyond it reaches your advisor directly.
Your advisor activates the capabilities that match your circumstances — nothing more, nothing generic.
The Digital CFO connects directly to your company's books and answers in plain language — the same way you'd ask a trusted controller, except it's always available and never behind on the numbers.
Illustrative example · your data, your channel, your privacyAsk your advisor which ones fit your family, and we'll have you using them within weeks.
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