Our Solutions

Our mission is to simplify wealth management by creating simpler, smarter, safer solutions.

To deliver this we offer a technology platform and a range of services all of which are tailored to your business and goals and built around the principle of improving performance and operations.

Our platform Lightbox OCIO is a unique, powerful tool that delivers highly valuable and focussed insights alongside best practise and unique perspectives. Our Services deliver partnerships that focus on truly personalised, high value assessments and partnerships that deliver improved effectiveness and efficiency for your wealth management firm.

Lightbox OCIO

Lightbox Wealth offers a “Wealth Solution Range” under our flagship product, OCIO. This powerful platform has been developed to meet market gaps by integrating with existing tools and technologies in use already at wealth management firms. The platform delivers value through three core features.

Our Market app within Lightbox OCIO ensures you avoid information overload, save time, reduce costs and get the edge with tailored insights.

This includes personalised market reports, essential market indicators, a summary of relevant expert insights, comprehensive views on specific asset classes and AI-driven analysis all in one place.

Our Product app within Lightbox OCIO allows you to get ahead on implementation by avoiding analysis paralysis.

This toolkit includes a comprehensive product library, personalised investment ideas, comparisons and deep dives to enable you to uncover hidden risks and spot trends, scenario analysis and much more.

The Client app within Lightbox OCIO is dedicated to providing holistic analysis and comprehensive client analytics to enable you to be ready to pivot while being aware of the portfolio and client risks .

It includes a full asset allocation and risk overview, risk vs return insights, stress testing simulation, cash flow/liquidity management and thematic investing alignment. You can also overlay a dynamic IPS to monitor your clients portfolio vs their objectives at all time.

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Lightbox Lab Services

Lightbox Lab Services is a partner incubator, evolving with the changing needs of wealth businesses. We use the latest technology to provide cutting-edge solutions and insights and help our clients stand out by offering unique, tailored services that address specific needs.

Our Services provide:

Comprehensive Insights

Timely and up-to-date insights across multiple vendors, ensuring that Family Offices have access to the latest information and trends.

Client Relevance

Reports and insights are contextualized to each client’s unique situation, making them more relevant and actionable.

Comparative Analysis

Comparative analysis over time, across periods, and between different strategies, helping Family Offices make informed decisions.

Deep Insights

With domain expertise and awareness, Lightbox Wealth offers deep technical insights into market trends and investment strategies.

Tailored Solutions

All reports and outputs can be white-labelled, allowing wealth management firms to present them as their own to their clients.

We offer 3 approaches to addressing your unique needs.

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Diagnostic

Our free Diagnostic provides wealth businesses with a high-level assessment of the scope of their activities, processes, and platforms. It establishes key activities, resource and cost estimates, pain points, and client experience feedback.

Accelerator

Our Accelerator delivers an in-depth review of challenges and pain points, moving the focus from "What" to "How?" and recommending specific implementation solutions - including Portfolio Analytics, Trade Execution, and Market Analysis.

Consulting

We also deliver tailored solutions to our clients. This can be to address specific issues or as a strategic partner to ensure optimal performance on an ongoing basis through tailored investment insights and analytics.