Private wealth operations · Lithuania
Portfolio, investments, ownership, bank feeds, documents and deadlines, kept in one permissioned workspace that runs on a server dedicated to you.
Sign in with Microsoft only. Bank access is read-only and authorised at your bank.
The same system, configured per deployment. A family office receives capital calls and tracks what it owns. A general partner issues them and manages investors.
Portfolio performance across private funds, listed positions, direct holdings and real assets. Commitments and capital calls matched to bank payments. Ownership structure, documents with cited answers, tax and social insurance deadlines, owner reports.
An investor register with commitments and KYC cases, capital calls and distributions allocated per investor, incoming payments matched for review, fund statements, quarterly reports and a portal where investors read what you publish.
One client per server, single tenant, self-hosted. Your data is not pooled with anyone else's and never leaves your deployment.
Your Entra ID directory is the only way in. Roles and finance permissions decide who sees what, down to individual bank accounts and reports.
Balances and transactions arrive through a licensed open banking provider. You authorise access at your own bank. We never see or store your bank credentials and cannot move money.
The document assistant answers only from files you are allowed to open, and shows which ones. Bank data is never sent to a language model.
Security
Aifredas is built for people whose finances are private by definition. The controls below are part of every deployment, not a premium tier.
We set up each client personally: a dedicated server, your Microsoft directory, your portfolio import and your bank consent. A first conversation takes half an hour.