Platia Ledger · Family Offices and Private Wealth
A complete wealth picture, on infrastructure you control.
Platia Ledger holds every entity, holding, valuation, liability, expense and document behind a family balance sheet, and reports one ownership-weighted net worth position as at any date. It runs on your own infrastructure, and it is never priced on your assets.
Regional property is 27% of net worth across four holdings, and 19% net of the mortgages secured against them. Two of those valuations are more than a year old.
Illustrative demo data.
One position, every asset class
The whole balance sheet, in one shape.
Cash, deposits, listed securities, private company stakes, property in any jurisdiction, and the passion assets most systems have no field for. What has not been valued yet is shown as exactly that.
Illustrative demo data. Every figure on screen opens the holding, the valuation and the document behind it.
Where it runs, and what it costs
Nearly every platform in this market keeps your balance sheet on its own infrastructure.
And most of them bill you more as your wealth grows. Platia Ledger does neither.
| Platform | Where it runs | You hold it | Indicative annual cost |
|---|---|---|---|
| Platia Ledger | Your own server, your own machine or your own cloud tenancy | Yes | Scoped to your structure. Never charged on assets. |
| Addepar | Vendor cloud | No | From about $50,000, commonly $75,000 to $300,000, charged on assets |
| Eton AtlasFive | Vendor cloud | No | From about $150,000 |
| Masttro | Vendor cloud | No | About $50,000 to $150,000 |
| QPLIX | Vendor cloud | No | Quoted per office, aimed at portfolios above $100M |
| Landytech Sesame | Vendor cloud | No | Quoted per office, by feeds and entities |
| Altoo | Vendor cloud | No | About CHF 10,000 licence |
| Asora | Vendor cloud | No | About $10,000 |
| FundCount | Cloud or on-premise | Yes | About $22,000 to $34,000, plus hosting |
Deployment options and publicly reported cost ranges, August 2026. None of these vendors publishes standard pricing, so treat every figure as indicative and confirm it directly.
How a number is built
Every figure traces back to the document behind it.
One record per holding, the ownership structure above it, the evidence underneath it, and a confidence indicator on every total.
Entities and ownership
- People, companies, trusts and foundations
- Ownership percentages with effective dates
- Entity-level access, so an adviser sees one entity
Valuations and evidence
- Dated valuations with the basis recorded
- Appraisals and statements attached to the figure
- Unknown values disclosed, never counted as zero
Reporting and attention
- Net worth as at any date, in your reporting currency
- Allocation, concentration and exposure analysis
- Per-entity packs on screen or on a schedule
Standards and reporting
Statements your accountant and your bank already recognise.
AI inside your own perimeter
AI that runs on your hardware, not in a vendor cloud.
Capital call notices, bank statements, distribution notices and appraisal reports are read into structured records by models running inside your own environment, and every extraction is confirmed before it is saved.
Questions you can ask
What is my exposure to regional property?
Which valuations are more than a year old?
What did the London property cost to hold this year?
Explore AI FeaturesIt runs where you decide
Your own server, your own machine or your own cloud tenancy. No shared hosting, and no vendor holding a structured map of your wealth.
We run it for you
Provisioning, backup, patching, certificates, monitoring and tested restores, under access rules you set.
No standing access
Support access is requested, approved by you, time-boxed, logged in an audit trail you own, and followed by credential rotation. Your encryption keys stay yours.
Why families move it in-house
The risk is not the vendor's security. It is how many vendors there are.
Not one was breached directly. An application holding their records was.
Rising to 62% for offices above one billion dollars in assets.
Which is why the deployment should be run by someone whose job it is.
A third would be improvising on the day it mattered.
Sources: Family Office Security and Risk Report 2025; Deloitte family business cybersecurity research; family office cybersecurity reporting, 2025.
Delivery and expertise
The system, and people who know how to run it.
A family gets the platform, the deployment and wealth management domain expertise from one relationship rather than three.
Proactive Wealth Management
PWM advises global entrepreneurs, family offices and high-net-worth individuals from Dubai and London. Their specialists sit on your engagement alongside our platform team, so the structuring calls are made by people who make them every week. proactivezone.ae ↗
- Entity structure and ownership modelling
- Valuation basis, review cadence and reporting packs
- Sector practice a generalist implementer does not carry
Platia 360 runs the deployment
The platform is built and operated by the team that owns the codebase.
- Provisioning, hardening, monitoring and patching
- Backups with tested restores
- Access rules you set, break-glass only
Running today
Proactive Wealth Management runs its own practice on the Platia 360 platform.
- Tax advisory
- Company formation
- Family foundations and trust formation