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Everything you own, reported like an institution.

We work for family offices and investors whose wealth is spread across advisers, platforms and entities. We produce one report, net of fees and currency, and a clean record of the trades behind it.

Tell us what you need → See the work

A few lines is enough. We reply with how we would approach it and a written scope and fee.

DATA DYNAMICSAUSTRALIAInvestors

The questions we answer

What do we actually own and owe?
How is the portfolio really performing after fees?
Is every trade accounted for?
What sits in each entity, and with which adviser?

Scope and fee agreed in writing firstA$80m+ reported

How we help.

Your accountant, your advisers and each platform report only on what they hold or prepare. None of them gives you the whole picture. We bring it together in one report, with the scope and fee agreed in writing before it starts.

Wealth Intelligence

One view across every adviser, platform, entity and fund, reconciled each month and reported the way institutions report.

Investor Records and Onboarding

Up to three decades of trades rebuilt into one clean record and onboarded to your portfolio platform.

The work itself.

These examples follow the structure of work we have delivered. All names and figures are invented.

Consolidated investments reportPortfolio return since inceptionFamily company portfolio, cumulative return net of fees: total, income, capital and currency, %

Total18.4%net of fees, since inception

Income12.8%dividends, distributions and interest

Capital3.5%price movement in local currency

Currency2.1%the Australian dollar on offshore holdings

Cumulative return since inception, %
Quarter	Total	Income	Capital	Currency
Sep 21	0	0	0	0
Dec 21	1.2	0.6	0.3	0.3
Mar 22	-1.8	1.3	-4.0	0.9
Jun 22	-4.6	2.0	-8.4	1.8
Sep 22	-3.9	2.8	-9.3	2.6
Dec 22	-0.6	3.5	-6.0	1.9
Mar 23	1.4	4.3	-4.3	1.4
Jun 23	3.1	5.1	-3.0	1.0
Sep 23	2.2	5.9	-5.3	1.6
Dec 23	5.6	6.7	-2.3	1.2
Mar 24	7.9	7.4	-0.3	0.8
Jun 24	8.8	8.1	-0.4	1.1
Sep 24	10.6	8.8	0.3	1.5
Dec 24	11.9	9.4	1.2	1.3
Mar 25	10.4	10.0	-1.6	2.0
Jun 25	13.2	10.6	0.2	2.4
Sep 25	15.1	11.1	2.2	1.8
Dec 25	16.0	11.6	2.8	1.6
Mar 26	16.6	12.0	2.7	1.9
Jun 26	17.5	12.4	2.9	2.2
Sep 26	18.4	12.8	3.5	2.1

ExampleIllustrative figures. Structure as delivered.

A$80m+of investment portfolios reported and onboarded, with up to thirty years of trades in each

“Compared to the reporting we received, including from large financial institutions, the clarity, transparency, and usability is materially superior.”

Partner, ultra-high-net-worth family office

Tell us what you need.

Tell us what has become complicated.It may be a deal, a business, a portfolio, a claim or a remediation.A few lines is enough.
We reply with how we would approach it.If it is not work we do well, we say so.
You receive a written scope and fee.It is free and carries no obligation.We suggest a call only if it helps.

Tell us what you need → Prefer to talk? Book a 30-minute call

Or email contact@datadynamicsau.com