All Your Wealth. One Clear View.
Bank accounts, Private Equity, Real Estate, Art - unified in a single portfolio report
Family Offices run on fragmented data - bank accounts,
private equity, real estate, art ...
I solve that: one clear view on the full portfolio, governed
by FINMA standards, with data never leaving Switzerland.
Franco Arda, Ph.D.
Data Scientist
Family offices manage wealth across private equity, private banking, and real estate — held at different custodians, in different formats, on different timelines. The result: fragmented data, manual reconciliation, and no single trusted view of the portfolio.
I built a solution that changes that.
What I Build
A Microsoft Fabric pipeline that ingests holdings data from multiple custodians — via structured REST APIs and PDF statements — transforms and governs it in Microsoft Fabric, and delivers a consolidated portfolio view to family office managers through Power BI.
Franco Arda, Ph.D.
Data Science
Contact: