An all-in-one platform for family offices.
Easily manage 1 to 1,000s of investments in one place, simplifying processing and reducing hands-on management.
Manage complex capital portfolios
Combining Trust, Transparency, and technology ™ in an integrated solution.
Investment Aggregation
One view, all your assets, zero confusion.
Easily access, manage, and view all your investments in one place.
Security
Our platform is designed to keep your data safe.
Standardization
Manage personal family office investments, allocations, and managers in one app.
Transparency
Transparency into all investment performance including historical and active.
centralized platform
All your accounts, all your managers, in one place.
Invest with multiple managers and separate accounts, all centralized in one application.
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document storage
All investment documents and K-1 management in one place.
reporting
Easily self-generate reports or view reports generated for you.
Access & collaboration
Enable your employees, investors, and supporting team to have access.
Market-sphere “Root”
Explore opportunities for new real estate investments and find new partners.
investment offerings
Receive, review, indicate interest, and commit capital—all in one place.
Performance
Track and manage performance metrics between investment partners.
Solutions developed to enhance investment strategies.
Combining Trust, Transparency, and technology ™ in an integrated solution.
Document storage
No more searching for hours on end
Access, review, sign, upload, download, and share all your investment documents in one secure place in real-time, at the click of a button.
Easy to use
Enjoy a seamless user experience
An intuitive and easy-to-use platform that delivers what you are looking for.
simplified communication
Communicate however you want, wherever you are.
Ask questions, request files, and send messages directly to managing partners.
Easy Payments
Move funds securely and easily with our banking integrations.
Commit capital and receive distributions at the click of a button to the account you have linked for that investment.
Seamless connectivity
Access anytime, anywhere, from any device.
Whether you're at the office on your desktop, on the road, or relaxing at the beach, Caudex is accessible anywhere via our web and mobile app.
Streamlined reporting
Generate reports in seconds for any investment.
Self-generate reports for specific investments, accounts, managers, and more.
Real-time data
From the people who have it to the people who want it.
All your questions answered. We get the data from the people who have it to your hands.
Off Platform Investments
No manager? No problem.
Add investments not managed by an active manager. You can self-manage these investments yourself via our subscription or invite managers to the platform.