Built for family offices
Stop rebuilding spreadsheets that are already out of date.
Kunigo connects every statement, bank and portal into one client portfolio that stays current - so your team spends time on clients, not manual updates.
From financial information to completed work.
Read statements and reports, connect them to the right context, and run the workflows your office needs - with the team in control.
Holdings0 items
Cash movements0 items
Income0 items
Fees0 item
Holding
Global Equity Fund
1,200 units · USD
ClientThe Aldridge Family
EntityFamily trust
AccountPrivate Bank A
InvestmentEquities
Process statement
Family trust · Private Bank A
Process statement
Holding entity · Brokerage
Reconcile holdings
Personal · Private Bank B
Client privacy, built into the process.
Client identifiers are removed before any external AI processing. Names and account numbers never leave with the data.
Explore securityPrivate Bank A
Statement · 30 Sep 2026
Account holderAldridge Family Trust
Account no.IL40 •••• 4821
HoldingGlobal Equity Fund
Identifiers removed
External AI
Extraction
Structured data
Built-in capabilities. Adapted when needed.
Start with the platform. Add a connection or tailor a workflow to fit your office.
Connect data
Keep context
Run workflows
Keep control
+Custom workflowadded