Bring Family Office Operations Together with AI
AI-powered family office operations platform, built on CORE for records, reviews and reporting.
Reconcile statements, check capital calls, organise ownership evidence and prepare family reports. MFOps connects the information behind every family you serve, with sources your team can verify and approvals they control.
Built on CORE, Ainfinite’s governed AI foundation for enterprise knowledge and workflows.
Your Team Shouldn’t Have to Rebuild the Family’s Financial Picture Every Time
A family’s affairs span custodians, investment funds, trusts, holding companies and years of agreements. When information sits across statements, inboxes and individual employees, everyday work becomes a cycle of finding, copying, checking and chasing.
Statements Arrive in Different Formats
Teams spend time extracting figures from different custodians, comparing positions and investigating discrepancies before reporting can begin.
Commitments Need Constant Follow-Up
Capital calls, document expiries and filing dates arrive through separate channels. Keeping each obligation connected to the right entity and approver takes continuous coordination.
Ownership Takes Work to Trace
Understanding who owns or controls an entity can mean checking several deeds, registers and company records, then assembling the evidence behind the answer.
Important Knowledge Stays with Individuals
Past agreements and the reasons behind decisions often sit with long-serving employees. Finding that context becomes harder when responsibilities change.
Different Families Need Different Access
A shared operating environment must still respect each family’s confidentiality, including restrictions between entities, branches and individual users.
MFOps brings records, obligations and review steps together, helping your team move from scattered information to organised work.
From Family Records to Work Your Team Can Act On
MFOps is the operations workspace for the paperwork, checks and coordination behind family wealth. It uses CORE to read approved information, connect relevant records and prepare findings for human review.
Understand What Has Arrived
Extract useful information from statements, notices, agreements and supporting documents.
See What Needs Attention
Bring forward mismatches, missing evidence, approaching deadlines and requests waiting for approval.
Prepare the Next Step
Create review summaries, reporting drafts and briefings with references to the information used.
Your team gets the context needed to review the work, follow up and keep each family’s affairs moving.
From Incoming Document to a Reviewed Next Step
MFOps connects family documents with reference records, access permissions and approval responsibilities, so each workflow follows a clear path.
Bring in the Documents
Receive approved statements, capital-call notices, entity records and other documents required for the task.
Establish the Family Context
Associate the information with the relevant family, account or entity and apply the configured access permissions.
Read the Relevant Details
Extract amounts, dates, positions, commitments and other required fields, with references to their source.
Check Against Existing Records
Compare information with portfolio records, recorded commitments, bank details or other approved reference data.
Flag What Needs Attention
Surface discrepancies, changed details, missing documents and uncertain information for review.
Send to the Right Reviewer
Prepare findings and supporting evidence for the named person responsible for checking and approving the next step.
Record the Outcome
Maintain the review record and use approved findings to support reporting, follow-ups and future queries.
The document, the finding and the review decision stay connected throughout the workflow.
The Everyday Work of a Family Office, Connected
Statement Reconciliation
Read bank and custodian statements, compare balances and positions with portfolio records and bring differences together for review.
Capital Call and Distribution Tracking
Extract notice details, check them against recorded commitments and review amounts, deadlines and payment instructions before approval.
Ownership and KYC Evidence
Organise identity and entity documents, trace ownership relationships and highlight gaps or expiries, with supporting evidence attached to the findings.
Family Knowledge and Decision Records
Find answers across trust deeds, charters, shareholder agreements, side letters and meeting records without relying on individual memory.
Investment-Manager Document Review
Extract fees, withdrawal terms and other relevant details. Highlight changes in manager documents for the team to investigate.
Family Reporting and Daily Briefings
Prepare family-report drafts, meeting summaries and briefings covering outstanding checks, approaching obligations and unresolved items.
Regulatory and Tax Document Review
Organise supplied notices and updates around relevant entities and records, helping the responsible specialists review changes and supporting evidence.
CORE Provides the Intelligence. MFOps Brings It Into Family Operations.
CORE is the foundation beneath MFOps. It connects approved knowledge with AI models, retrieval, access controls and activity records. MFOps applies these capabilities to the documents, checks and review processes used by family office teams.
Approved Documents and Systems
Family and Role Permissions
CORE Knowledge Foundation
AI Reading and Retrieval
Reconciliation and Exception Checks
Human Review and Approval
Reports, Records and Follow-Ups
Family-specific context and approval rules shape how the shared intelligence foundation is used.
Connect MFOps to the Information Your Office Already Uses
Bring approved documents and reference data into MFOps from your existing environment, with connections configured around your systems, access requirements and operating processes.
MFOpsBanks and Custodians
Bring statements, balances, positions and transaction records into the reconciliation workflow.
Fund Administrators
Work with capital-call notices, distribution notices and commitment records when preparing checks and approval requests.
Portfolio Reporting Systems
Compare extracted information with the records used for consolidated family reporting.
Document Repositories
Use approved trust deeds, agreements, identity documents, entity registers and other family records.
Business Email
Bring relevant notices and correspondence into the appropriate workflow through approved access.
Internal Registers and Governance Records
Connect entity information, recorded decisions, approval responsibilities and family-specific rules.
MFOps adds document intelligence and review workflows around your existing sources of information.
Less Time Assembling Information. More Attention to What Needs Judgement.
MFOps helps teams reduce repeated preparation work and maintain a clearer view of the records, obligations and decisions behind each family.
Reduce Repeated Data Entry
Limit the need to copy the same information from statements into multiple working files.
Focus Reconciliation Reviews
Bring discrepancies and uncertain fields forward with the evidence needed to investigate them.
Keep Commitments Visible
Make capital calls, recorded obligations and pending approvals easier to track.
Find Supporting Evidence Faster
Connect reported figures, ownership findings and answers to their source documents.
Preserve Operational Knowledge
Keep agreements and decisions accessible when employees or responsibilities change.
Prepare Reports More Consistently
Use connected source records and defined review steps to support reporting preparation.
Measure progress against your current process using preparation time, extraction accuracy, exception volumes and review effort.
Built for the Work That Comes Back Every Month, Quarter and Family Review
Month-End Reconciliation
Compare custodian statements with portfolio records and prepare the exceptions your team needs to resolve before reporting.
Capital-Call Approval Preparation
Check a notice against recorded commitments and bank details, then send the prepared request to the named approvers.
Family and Entity Onboarding
Organise available documents, trace ownership relationships and identify evidence that still needs to be collected.
Family Council and Committee Meetings
Retrieve previous decisions, gather relevant records and prepare factual briefing material for review.
Investment-Manager Reviews
Compare relevant documents and highlight changes in fees, terms or other recorded information before the review meeting.
Relationship-Manager Handover
Bring together agreements, upcoming obligations and unresolved items so the next person can understand the family’s context.
Keep Each Family’s Information Within the Right Boundaries
MFOps uses CORE’s access, review and deployment controls to support the confidentiality and accountability required in family office operations.
Family-Level Permissions
Apply access rules when information is retrieved, so users work with records within their authorised scope.
Named Reviewers and Approvers
Route prepared requests, reports and communications to the people responsible for reviewing them.
Source References
Connect extracted details and findings to the documents used to prepare them.
Visible Gaps and Uncertainty
Flag incomplete, conflicting or unclear information for investigation.
Private Deployment Options
Configure deployment on your own infrastructure or in a private cloud, with data residency requirements defined for the implementation.
Activity and Approval Records
Maintain a record of workflow activity, review actions and approvals.
MFOps prepares and checks the work. Investment judgement, compliance decisions and payment release remain with authorised people and processes.
See How MFOps Prepares a Statement Reconciliation for Review
Explore an illustrative workflow that brings custodian statements and portfolio records together, showing the findings and evidence a reviewer needs.
Positions That Differ
Identify a position that does not match the reporting record and open the relevant source.
Bring an approved document sample to evaluate the extraction, comparison and review process against your team’s checks.
Ready for a Clearer View of Every Family’s Operational Work?
See how MFOps can connect statements, capital calls, ownership evidence and reporting preparation in one AI-powered family office workflow.
Bring the workflow your team spends the most time finding, checking and coordinating. We’ll show you where MFOps can fit.