Handle Multi-Entity Investment Accounting Without Manual Work
No more disconnected spreadsheets and duplicate work. Track investment activity across entities, accounts, funds, classes, and custodians with one click.
Multi-Entity Family Offices
Consistent Brokerage Rollforwards,
Without the Manual Work
Stop reconciling brokerage data by hand. Get clean, consistent rollforwards across every entity and custodian automatically.
Trusted by teams at
Clean Closes For Every Entity You Manage
Built for the Way Multi-Entity Family Offices Actually Work
Produce Consistent Brokerage Rollforwards Across Every Entity
Automatically reconcile brokerage activity into rollforward reports for each balance sheet account. Instantly prepared into GL-ready entries aligned to your COA.
Sign Off the Close With Confidence
Trust your numbers before close begins. Deliver reconciled, review-ready books across every entity without last-minute questions or rework.
Turn Brokerage Reports into Audit-Ready Financials
Eliminate manual reconciliation and close headaches. Get audit-ready financials while keeping your team focused on analysis, not spreadsheets.
Upload bank statements, investment files, and expense reports. Truewind automatically matches transactions, tracks funds, and builds your complete audit trail.
Accurate and trusted brokerage balances at every close
Automate custodian activity into reconciled, review-ready rollforwards across complex family office structures.
Hear From Our Customers
Trusted by 500+ accountants.
4–6x faster inventory reconciliation
“I would probably describe it as an extension of the accounting team. It's almost another employee without being another employee.”
Brady King
Director of Finance @ Paul Fredrick
45-minute monthly close
“One of our clients, I was able to do everything through Truewind for the whole month, and I did it all at one time in about 30 to 45 minutes.”
Sherice Sims
Close Operations @ Lavoie CPA
40% cost savings
“We continue to focus on what we are expected to do, accounting, and the operations behind it has been largely handed over.”
David Dam
CFO @ ATTOM Data Solutions
75% less categorization time
“On credit card transactions alone, I'd say Truewind has cut my categorization time by about 75%. And when you scale that across an entire firm, the impact is huge.”
Corbin Hanus
Partner @ HHL Advisors
More time for strategic work
“Truewind takes care of the back-office. That lets our accountants focus on the high-leverage stuff. It's exactly what we needed for Wiza's next stage.”
Harrison Apitz-Grossman
COO @ Wiza
From manual to repeatable close
“I did all the accounting and bookkeeping myself for 2+ years. It's such a relief to finally have experts handle it with a repeatable process.”
Jimmy Daly
CEO @ Superpath
Investor-ready books
“Before Truewind, I was buried in spreadsheets. Now our books are clean, consistent, and easy to explain to investors.”
Peter Fishman
Co-Founder @ StartPlaying
Ready for the next step?
Review entity workflows, controls, and implementation priorities with our team.