Entity-first wealth infrastructure

The Operating System for Complex Family Wealth

Purpose-built for Canadian advisory firms and family offices.

Mozaiik brings entity mapping, consolidated reporting, document control, and emerging intelligence into one operating layer built for the real complexity of family wealth.

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Built for Canadian IC firms and MFOs Entity-first data model Reporting, governance, and intelligence in one system
Advisor Workspace

One command center for the full family system

See structures, dashboards, and next actions together so the firm operates from context instead of assembling every decision from fragments.

7 entities Connected across trusts, holdcos, and personal ownership.
Mozaiik dashboard showing consolidated family wealth overview
Morning brief with priorities, structure, and follow-up signals
18 family entities modeled in one living structure
247 documents indexed by entity and relationship
6 upcoming key dates surfaced before the next meeting
Entity structure visualization mapping ownership across trusts and holding companies
Wealth Map

See how the family system is actually wired

Move beyond spreadsheets and static diagrams with a map that keeps legal structure and advisory context together.

Secure document vault organized by entity with trust agreements and records
Document Vault

Keep institutional memory attached to the work

Store agreements, resolutions, and planning records by entity so important context survives every handoff.

The Platform

Everything in one place. Finally.

Entity structure visualization mapping ownership across trusts and holding companies
Wealth Map

The Wealth Map

Map and visualize complex ownership structures — individuals, corporations, trusts, and holding companies — with clear hierarchies.

Mozaiik platform dashboard showing consolidated family wealth overview
Dashboards

Consolidated Dashboards

See positions, performance, and allocations across every entity and custodian — consolidated in real time.

Secure document vault organized by entity with trust agreements and records
Document Vault

Secure Document Vault

Store, organize, and share documents by entity. Trust agreements, corporate resolutions, and client records in one secured location.

How Mozaiik Works

Built around how advisory teams actually operate.

Mozaiik is not just a collection of features. It gives firms a clear operating flow: model the family system, centralize the work, and then layer intelligence on top.

01

Model the family structure

Capture people, trusts, holdcos, and ownership relationships in a system that reflects how the family is truly organized.

  • Entity-first structure instead of account-first fragmentation
  • Context that supports both advice and administration
02

Centralize records and execution

Bring dashboards, documents, meeting preparation, and follow-up into one place so the whole firm works from the same source of truth.

  • Less rework across portals, PDFs, and inboxes
  • Cleaner reporting and stronger institutional memory
03

Act with better intelligence

Use AI where it matters most: surfacing patterns, deadlines, and cross-entity insight that would otherwise stay buried in the operating noise.

  • Morning briefs, event detection, and natural-language queries
  • Decision support grounded in family context

What changes when the firm runs on one operating system

Teams spend less time reconstructing context across portals, PDFs, and spreadsheets, and more time delivering judgment, coordination, and confidence across the full family relationship.

The value is simple: fewer disconnected tools, clearer oversight across family complexity, and more confidence in what the team should do next.

Designed for the full relationship

Advisors Prepare faster, see the whole structure, and make decisions with more context.
Operations Keep records, workflows, and reporting organized without rebuilding everything by hand.
Families Experience clearer reporting and a calmer client portal without more fragmentation behind the scenes.
The Problem

Built for families. Not just portfolios.

The Old Way

Fragmented, Manual, Risky

  • Spreadsheets stitched together across entities
  • Data scattered across bank portals, PDFs, and Excel files
  • No consolidated family view across custodians
  • Compliance gaps — Canadian regulators demand more than spreadsheets
  • Hours wasted building client reports manually
The Mozaiik Way

Entity-first. Compliance-ready.

  • Entity-level mapping — individuals, trusts, holdcos, all connected
  • Single source of truth across every custodian
  • Consolidated dashboards, ready in real time
  • Built-in Canadian regulatory compliance workflows
  • Polished client reports generated automatically
0%of wealthy families lose their wealth by the second generation
0%lose it by the third generation
0%of family offices still run on spreadsheets
$0Tin Canadian wealth transferring to the next generation
Mozaiik Intelligence

AI that Understands Family Wealth

  • Pattern Recognition

    Identifies trends across portfolios, entities, and time periods that would take hours to spot manually.

  • Entity Intelligence

    Understands relationships between trusts, holdcos, and beneficiaries to provide consolidated, structured views.

  • Event Detection

    Alerts advisors to liquidity events, concentration risk, and rebalancing opportunities as they emerge.

  • Natural Language

    Ask questions in plain English. Get answers pulled from your entire book of business instantly.

0xmore family offices adopted AI in 2025 than the year before
0%of wealth managers say AI saves them time
0%only use AI beyond basic tasks like emails and notes
In Development

Mozaiik Intelligence is being built into the platform. Get early access →

Built for advisors who think in systems.

Pilot cohort forming now. Limited to select Canadian IC firms and MFOs.

Join the Pilot

Built alongside leading Canadian investment counsel firms.