Treasury & Wealth Management (Wealth Tech)

Tools for Asset Owners, Family Offices, and Holdings.

Product: CRE Asset Tokenization

Brand Name: Equitise

Tagline: Fractional equity management for real estate.

Description: A wealth management dashboard for High-Net-Worth Individuals (HNIs) that utilizes live revenue data to calculate the real-time Net Asset Value (NAV) of portfolios. Includes a module for fractionalizing equity ownership via digital ledgers.

Product: Treasury Management System

Brand Name: InterLink Treasury

Tagline: Centralized liquidity for multi-entity groups.

Description: A corporate finance dashboard designed for holding companies with multiple subsidiary entities. It automates inter-company lending, liquidity pooling, and net-off settlements between distinct legal entities.

Product: Investor Relations Portal

Brand Name: SyndicatePro

Tagline: Secure reporting for private capital.

Description: A secure financial portal for private investment groups. It automates the distribution of K-1 tax forms, quarterly P&L statements, and capital call notices to Limited Partners (LPs).

Product: M&A Due Diligence Suite

Brand Name: DealScan

Tagline: Automated financial ratios for acquisition.

Description: A deal-flow platform for asset acquisition. It ingests standard financial reports from potential target acquisitions and performs automated ratio analysis, normalizing EBITDA to assist investment committees.

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