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WHAT WE OFFER

Comprehensive. Contextual. Credible.

Lightbox Wealth brings governance infrastructure, portfolio intelligence, product evaluation, and market strategy into one operating platform, built for the specific complexity of institutional family wealth.

Every insight is contextualised to your portfolio and mandate. Every decision is documented and auditable. Every workflow is built around your IPS.

Governance: Your IPS should govern every decision. Not sit in a folder.

Most investment offices have an Investment Policy Statement. Few have one that actively governs what happens every day.

Lightbox Wealth digitises your IPS and embeds it as a live decision engine, monitoring compliance, flagging deviations, and creating an auditable record of every allocation, product decision, and committee outcome.

Multi-entity, multi-goal IPS structuring and digitisation
Delegation frameworks and documented role clarity
Continuous real-time IPS alignment monitoring
Automated breach alerts — before problems reach the committee
Structured decision audit trails and rationale documentation
Full version history and change governance

Best practice inevitable. Bad practice impossible

Portfolio: Raw data does not create insight. Context does.

Portfolio data is often fragmented across custodians, systems, and asset classes. Without structure, it creates work instead of insight.

Lightbox Wealth transforms multi-custodian data into decision-ready intelligence, contextualised to your IPS and mandate, so your team sees what matters, not just what exists.

• Real-time risk and exposure visibility across all holdings

• Performance attribution against IPS policy targets

• Factor exposure and correlation analysis

• Scenario testing, stress testing, and drawdown diagnostics

• Concentration and liquidity monitoring

• Risk-return profile assessment aligned to mandate

Portfolio oversight becomes proactive. Vulnerabilities become visible before they become material.

Balance Sheet: What you hold is only part of the picture. How it all fits together is what matters.

For families managing complex multi-entity structures, the balance sheet view is where risk and opportunity converge. Leverage, liquidity, and capital calls all interact, and most platforms don't connect them.

Lightbox Wealth provides a consolidated balance sheet view across entities, structures, and jurisdictions, with real-time monitoring of the variables that matter most.

Consolidated net worth across entities and structures
Leverage and lending mandate monitoring
Margin-call risk and collateral adequacy
Liquidity tiers, cash management, and cash flow forecasting
Capital call tracking and pacing

The full picture, in one place

Product: Due diligence should be consistent, documented, and comparable. Not ad hoc.

Investment teams evaluating private funds, public strategies, and alternative structures often do so across disconnected processes with inconsistent standards.

Lightbox Wealth brings all of it into one structured evaluation framework. Every opportunity is assessed against the same criteria, cost, liquidity, track record, manager risk, and IPS alignment. Every assessment is permanently documented.

Private markets: manager due diligence, J-curve and pacing analysis, liquidity stress testing, true fee economics
Public funds: performance attribution, ETF comparables, and structured notes risk
Look-through analysis for concentration and factor exposure
IPS alignment check built into every evaluation
Documented rationale retained for every decision

Evaluation becomes disciplined. Documentation becomes permanent

Strategy: Macro research is abundant. Insight contextualised to your portfolio is rare.

The banks send market summaries. Generic platforms surface data. Neither tells you what it means for your specific mandate and portfolio.

Lightbox Wealth screens, weights, and contextualises market intelligence against your specific portfolio, IPS, and allocation framework, so your team sees what is relevant to your decisions, not a generic view of the world.

GIC chart packs across all asset classes
Economic forecasts and outlook evaluation
Thematic signals and regional pulse monitoring
House view and positioning aligned to your mandate
Goal tracking, funding ratio analysis, and income sustainability
Board-ready materials for structured committee discussion

Strategy remains connected to governance and portfolio reality, not separated from it.

Stella - Your Ai Investment Intelligence Layer

Technology should reinforce judgement. Not replace it.

Stella is your augmented investment team member. She connects every domain of the platform and ensures what reaches your team is relevant, actionable, and fully documented.

Stella screens market data against your mandates, weights options against your IPS, and contextualises intelligence for your specific portfolio. She does not make decisions. She makes the decisions your team needs to make faster, better informed, and fully traceable.

Monitors IPS alignment in real time and alerts on deviations
Synthesises market, product, and portfolio data into one contextualised view
Prepares committee-ready outputs aligned to your governance framework
Supports due diligence, look-through analysis, and product comparison
Documents decision rationale, including what was decided, why, and when
Maintains a complete and auditable decision trail

Your data never enters a public AI model. Every insight has a documented lineage. Every output is explainable

Ready to Strengthen Your Investment Governance?

Tell us which of these areas matters most to your office right now. We'll walk you through the parts of Lightbox Wealth most relevant to your mandate, not a standard product tour.