Every feature built around one goal: clarity for family capital
Torvexil brings structured, AI-driven intelligence to portfolios that were built for decades, not dashboards. Explore the tools that give you liquidity insight, risk visibility, and hours back in your week.
Data intelligence, without the noise
Family portfolios accumulate complexity over time — multiple custodians, private holdings, legacy spreadsheets. Torvexil consolidates that complexity into a single, continuously updated view, so decisions are made on current information rather than quarterly snapshots.
Every feature on this page exists to reduce one of three burdens: the time spent gathering data, the uncertainty around liquidity, or the risk of decisions made on incomplete information.
Continuously updated, not quarterly
From scattered data to a single view
Three stages take you from disconnected statements to a portfolio you can actually see.
Connect & Consolidate
Bring together custodial accounts, private holdings, and manual records into one structured base — no re-entry, no duplicate spreadsheets.
Analyse & Classify
Our models classify liquidity tiers, concentration exposure, and correlation across the full book, flagging what needs attention.
Report & Decide
Generate clear, shareable views for family members, advisors, or trustees — so conversations start from shared facts.
The features doing the work
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Liquidity Mapping
Every holding is tagged by how quickly it could be converted to cash, giving you an honest picture of what's actually accessible versus what's committed long-term.
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Cross-Custodian Aggregation
Positions from different institutions and account types are normalised into one taxonomy, removing the need to reconcile formats manually.
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Risk & Concentration Flags
The system surfaces where exposure has drifted — by sector, geography, or single position — before it becomes a conversation you wish you'd had earlier.
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Scenario Comparison
Model the effect of a distribution, a new commitment, or a market move against your current liquidity and risk profile, side by side.
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Shareable Reporting
Produce clean, consistent reports for family members or advisors without rebuilding a deck from scratch each quarter.
Built for the way families actually review capital
Most portfolio tools are built for single advisors managing single accounts. Torvexil is built for households — multiple decision-makers, multiple entities, one shared source of truth.
That means permissions, views, and reports can be tailored to who needs to see what, without duplicating the underlying data.
Common ways families put Torvexil to work
Pre-Distribution Review
Check what's truly liquid before committing to a distribution, avoiding forced sales in the wrong market conditions.
Multi-Generational Oversight
Give trustees and heirs a consistent, shared view of the portfolio without passing around outdated spreadsheets.
Annual Risk Check-In
Run a structured review of concentration and correlation once a year, or whenever markets move sharply.
Advisor Coordination
Hand external advisors a clear, current picture instead of a folder of statements — cutting the time spent getting everyone aligned.
New Commitment Evaluation
Model how a new private investment or large purchase would sit alongside existing liquidity and exposure before signing.
Ongoing Time Recovery
Replace the recurring manual reconciliation work with a system that updates itself, freeing hours for decisions instead of data entry.
Feature-specific questions
Does Torvexil replace my existing custodians or advisors?
No. Torvexil sits alongside your existing relationships, consolidating the data they already hold so you have one view without changing where assets are custodied.
How current is the data shown in the platform?
Data is refreshed on an ongoing basis rather than at fixed quarterly intervals, so the view you're working from reflects recent activity rather than a stale snapshot.
Can different family members see different views?
Yes. Permissions and report views can be tailored so each person sees the level of detail relevant to their role, from full portfolio access to summary-level reporting.
Is this suitable for private, illiquid holdings as well as public markets?
Yes. Liquidity mapping is designed specifically to handle the mix of public and private holdings typical of family portfolios, not just listed securities.