An Operating System For Family Offices · Est. 2021
An Operating OS
for the AI Era.
Ginkgo is a wealth-management platform for family offices that automatically ingests, parses and reconciles financial data — including trade confirmations and statements received by email — across all asset classes. From scattered data across multiple private banks, brokers and funds to every custom report your client requests — one OS underwrites the full journey.
Omni-Parsing · DecoderAI-Powered Data Ingestion for All Family Office Data
Email, PDF, Excel, Data Feed, contract terms, screenshot images — AI parsing, rule validation, fully managed ingestion
Scattered sources, chaotic formats, bizarre shapes
AI parsing, rule validation, structured data output, 0 manual
Custodians make errors too — and you find out too late
Daily two-way reconciliation, automatic error detection, instant alerts, 0 lag
PM's version, CFO's version, IT's version — they never match
Single source of truth, unified view, auto-sync, 0 conflicts
Multi-asset, multi-entity, multi-currency consolidation done entirely by hand
Multi-entity look-through, multi-currency conversion, cross-asset consolidation, fully automated
Forward View · HorizonProactively Forecast Passive Asset Events
Coupon payments, dividends, Capital Calls, option exercises, maturities — proactively modelled, early warnings, nothing missed
Events come in all shapes with inconsistent formats, tracked only by hand
Full-asset event engine models every event, zero handwriting, system monitors for you
Client asks and you scramble; bond matures before you decide what to do; Capital Call caught by surprise
Complete future event modelling, position changes synced in real time, always prepared
Single events are easy; stacked multi-event cash flows become impossible; long-term liquidity is a guess
Multi-event stacking calculated automatically, long-term cash flow modelled, long-term planning grounded in data
Adaptive Output · PolymorphCustomizable Output in Any Form
Tables, charts, documents, dashboards, feature modules — AI-enhanced, data-layer backed, no template limits
Principal wants a summary, CFO wants the detail, family members want mobile
One dataset distributed by role, charts self-configured in 10 minutes, works on mobile and desktop
Change a field takes weeks, add a metric takes months, full customization takes half a year
Self-serve configuration in 10 minutes, team customization in 1 day, PPT replication in 1 week
Half the time stitching Excel, the other half polishing slides, investment analysis squeezed in between
System auto-generates reports, 100+ templates already live, PM stays focused on analysis
Report takes 3 days, numbers take 5 days to copy, deck takes 7 days to assemble, debugging takes 10 days — and month-end has passed
Data ingested in real time, reports update in real time, always current when you open them
Q&A
Frequently Asked Questions
Which data sources does Ginkgo support?
Custodian Data Feeds, data APIs, and everything deliverable by email — PDF statements, contract terms, screenshot images. Both structured and unstructured formats are fully supported.
How does Ginkgo protect data security and privacy?
Physical isolation, KMS encryption, identity-holding decoupling, and PDPA compliance — privacy protection is built into the architecture from day one.
security details page →How long does custom report setup take? Can it match my existing templates?
Three tiers: self-serve configuration in 10 minutes, team customization in 1 day, pixel-perfect PPT/PDF replication in 1 week. Over 100 custom charts are already live, fully matching existing client templates.
Which asset classes are supported? How are private equity and real assets handled?
Full coverage: equities, fixed income, funds, structured products, options, private equity, alternatives (PE/VC/real estate/art), crypto, and multi-currency cash. Private equity Capital Calls and real asset valuations are fully supported.
What is the deployment timeline and how is pricing structured?
Deployment takes 4–8 weeks. Pricing is a fixed annual fee — no AUM percentage, no usage-based charges. Free during deployment, $1000/month during trial, contract rate thereafter.
An Invitation
Let's talk about
yourfamily office.
30 minutes to see how the Family Office Operations OS for the AI Era runs