For family offices, wealth and fund managers
Every account your clients own. One mind keeping watch.
Halo Lineage gathers statements from every bank, broker, fund and insurer, reconciles them overnight and never looks away. It tracks, monitors, alerts and fixes, so your people spend their time advising, not retyping.
Billed on tokens for the work done. Never per seat.
The way it works today
Fifteen institutions. Fifteen formats. One analyst and a spreadsheet.
A wealthy family rarely keeps its money in one place. Every bank, broker, pension fund and private deal reports in its own way, on its own schedule. Someone has to stitch it together by hand, every quarter, for every family.
- Days per family, per report.The quarterly picture is rebuilt from scratch while the numbers are already moving.
- Problems found late.A drifted allocation, an expired authorization or a capital call surfaces after it already cost something.
- A ceiling on growth.“We can’t take more clients. We don’t have time to sit with them.” The back office sets the limit, not the market.
- Clients who want more.Families compare you to private banks with polished apps, and the next generation expects everything on their phone, honestly, after every fee.
How it works
One brain behind the whole book. Four things it never stops doing.
Agents read every source, understand it, and hand your team finished work. People stay in charge of every decision.
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Track
Every source, gathered and reconciled overnight.
Bank feeds, broker exports, pension and insurance reports, fund statements, rent rolls and the PDFs that still arrive by email. Halo Lineage reads them all, keeps the original, and ties every position out before anyone sees a number.
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Monitor
Watching what a person can’t watch all day.
Allocation against each family’s investment policy, fees inside every product, cash needs, concentration, expiring documents and signatures. Measured every night, for every family, against the rules you set.
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Alert
The right person hears first, with the reason attached.
No dashboards to patrol. When something needs attention, the advisor responsible gets a short, ranked alert that says what happened, why it matters and what it will cost to wait.
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Fix
Work drafted, ready for a yes.
The agent prepares the fix: a rebalancing proposal, a request for a missing statement, a renewal pack pre-filled from data you already hold, a letter to the family. Your advisor reviews and approves. Nothing leaves without a person.
Built in Israel, built for how money really sits
Fluent in the assets global software can’t see.
Most wealth platforms stop at bank and brokerage accounts. A real family’s wealth doesn’t. Halo Lineage reads the long tail, in Hebrew and English, and puts it in the same picture.
- Local banks and brokersEvery Israeli bank and stock-exchange member, plus foreign private banks
- Pension and provident fundsPension, gemel and hishtalmut savings, fees included
- Managers’ insurance and policiesLife, health and savings policies with their real cost
- Real estateApartments and buildings at home and abroad, rent, loans and valuations
- Private funds and dealsCapital calls, distributions and commitments per fund
- Everything else that holds valueCars that depreciate, art, watches, a boat, a stake in a company
The platform
One foundation. Three rings, each resting on the one beneath it.
Our mark is the product. The outer ring is the platform your office runs on. Inside it, the app your families hold. At the center, what only a trusted network can offer.
Who it’s for
Anyone responsible for wealth spread across many hands.
Serve more families without growing the back office.
Single or multi-family, Halo Lineage takes the copying, chasing and reconciling off your team, and gives your clients an app with your name on it.
- Every bank, broker, pension and insurer in one live view per family
- Quarterly statements and family letters drafted, reviewed by your advisors
- Fees per family: office fee, success fee and the fees hidden inside products
- Who paid, who is late and what is expected, for your finance team
One book of record across every custodian.
Clients spread across banks and brokers still deserve one honest picture. Halo Lineage builds it every night and keeps it audit-ready.
- Positions reconciled across custodians, with the raw source behind every number
- Performance per client, before and after every cost
- Investment policy limits checked nightly, drift flagged early
- KYC, authorizations and signatures tracked to the expiry date
Exposures, cash and investors in one place.
Keep the trading stack you have. Halo Lineage sits on top of your prime brokers and administrators and does the reconciling, watching and investor paperwork around it.
- Prime broker and administrator data tied out daily
- Alerts on limits, margin, liquidity and concentration
- Investor statements, capital activity and letters drafted automatically
- A clean, permissioned view for each investor
Every asset, lease, loan and capital call, connected.
Real estate lives in rent rolls, valuation reports and loan statements. Halo Lineage reads them and keeps the whole portfolio, and every investor in it, current.
- Rent rolls, valuations and mortgage statements read automatically
- Alerts on covenants, lease expiries and refinancing dates
- Capital calls and distributions tracked per investor
- Depreciation and amortization handled, not estimated
Your whole picture, honestly, in your pocket.
Families and investors use Halo Lineage through the office or manager that looks after them. Ask yours to switch it on.
- Every account and asset in one app, in Hebrew or English
- Your real return after every fee, explained in plain words
- Sign documents and message your advisor in one place
- Share views with a spouse or the next generation, with permissions
Pricing
Pay for the work. Not for the seats.
Halo Lineage is a platform you run on, but you don’t rent it by the user. Every task the agents perform, from reconciling an account to drafting a quarterly letter, uses tokens. You see the cost before anything runs, and you pay only for what was done.
- 1 token = 1 centOne simple unit across monitoring, reports and questions. Your bill reads like a list of work, not a license.
- Unlimited usersAdd every advisor, analyst and assistant. Your families use their app at no extra charge.
- Price before actionEvery report and every agent task shows its token cost before it runs. No surprises at month end.
- A monthly plan, topped upStart with a monthly allowance sized to your book. Top up any time. Hosting, security, support and onboarding are included.
Estimate your month
Move the sliders to match your office.
An illustration based on typical use, not a quote. Your plan is set with you during onboarding.
Security and trust
Premium means the numbers are never wrong, and never exposed.
Read-only by design
We connect to see, never to move money. Instructions to banks stay with your people.
A person approves every action
Agents draft. Your advisors decide. Nothing reaches a family or an institution without a named approval.
Each office sealed off
Data is isolated per office. Peer benchmarks use anonymized figures, and only with your opt-in.
Encrypted, end to end
Encryption in transit and at rest, strong sign-in for staff and families, and least-privilege access.
Every access on the record
A full audit trail of who viewed or changed what, visible to the office and, for their own data, to the family.
Built for privacy law
Designed around Israel’s Privacy Protection Law, including Amendment 13, and the GDPR. Financial data is treated as especially sensitive.
See a family office running on Halo Lineage.
Walk through a full office with over a hundred families, from the overnight sync to the family’s own app. Then let’s talk about yours.
The demo uses fictional families, accounts and figures.