Family Offices

Family offices manage diverse asset classes, requiring efficient data integration and analysis. Our Terminal Pro is tailored to meet these needs, from asset allocation to client reporting.

Have all your datasets in one single platform

Family offices need data from both public and private investments to effectively allocate assets and manage portfolios.
Our Terminal Pro enables you to integrate and manage these datasets on a single platform.

Comprehensive Market Data

Coverage of 30,000 public companies and 15 years of standardized financial statements. Real-time news, ETFs, currencies, and macroeconomic data are also supported.

Bring Your Own Data

Incorporate any proprietary data into your research environment, whether it's a CSV/JSON file, a PDF document, an API endpoint, an RSS feed, a local database, or warehouse like Snowflake.

Data Management

Manage all your datasets in one place and control your teams’ access to our product suite — Terminal Pro and Add-in for Excel. You choose which users can see and edit each dashboard.

Accelerate your investment research and strategy with AI

Conducting thorough research and developing investment strategies often involves labor-intensive processes. Our AI capabilities streamline these tasks, allowing you to focus on high-level analysis and decision-making.

Our AI Copilot can significantly speed up your research by allowing you to analyze industry reports, client portfolios, or market trends in a fraction of the time it would take you manually.

Share insights and reports

Create and share customized dashboards with your colleagues, senior management, or board members to easily communicate up-to-date financial performance, strategic plans, and market positioning. Our built-in charting enables quick visualization and insights extraction.

Case Study

How Tera Capital is improving their investment research workflow

Learn how Tera Capital, a multi-family office with $2B AUM, improved its investment strategy using OpenBB Terminal Pro.

Get started today

Take your wealth management capabilities to the next level with OpenBB. See it for yourself how we can transform your investment workflow.

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