01
Search + Verify
Locate critical records, accounts, entities, and documents across all connected & standalone systems. This includes external storage accounts, back-up systems and legacy systems no matter how old & hard to use.
secure family office automation
Family office
transformation
that works.
We spend time to learn your eco-system, unique attributes, people & processes. We believe collective understanding is the key to transformation success. That’s why we typically work on-site for the first month of a new engagement.
Learn more about our
Great wealth requires great infrastructure.
Why the back office breaks
CompLexiTy = Cost
Mature family offices coordinate more than investments. Digital Therapy targets Complexity Friction that compounds across accounting, reporting, technology, and governance.
Legacy systems can’t easily send or receive data or files.
Teams waste time collecting, reconciling, & reformatting data.
Leadership expects fast answers without compromising privacy.
Data Culture & SOP Transformation
Four steps to Data Empowerment.
02
Connect + Pull
Aggregate final list of approved source data into Warehouse via API, RPA or other workflow automation. All the data must be centralized. If the data is too hard to pull in, we may suggest changing the root system(s).
03
Format + Clean
Evaluate integrity and reconcile data across all systems. Understand & troubleshoot discrepancies & redundancies. Then organize into proper organizational (Table) structures. Once properly cleaned & formatted, the data can be made accessible to dashboard & reporting applications and other automation tools.
04
Query + Report
Turn structured data into reporting, automation, and AI-enhanced insights that leaders can use to win.
Fusion Team Concept
Collaboration takes commitment. It can’t be an afterthought.
Accountants work with accountants — Engineers with engineers. There’s no organic pathway for these experts to come together & learn to collaborate effectively. So we created the solution ourselves — a team management nucleus containing three SME leaders who work together as the rule, not the exception.
For more on this topic, view our Thesis
Operations Expert
The Operations SME focuses on people, process & delivery. This expert prizes efficiency, productivity, playbooks, KPIs & SOPs. They turn swirling chaos into digestible organization and reduce complex systems into the right size bites to plan effectively & ensure collective understanding by visualizing workflows to clarify how a business operation occurs now (Current State), highlighting weaknesses (like bottlenecks & redundancies) and optimizing a new process design (or Future State).
Accounting Expert
This SME is not your typical accountant. He does not fear technology & he voraciously embraces automation. They are masters of close acceleration and can tame the most complex AP & AR processes out there. They work intimately with engineers and they’re acutely aware of how they need to support technical team members to assure success as well as what limitations they have and where they need support from tech leaders.
Technology Expert
The Technology SME is not an easy resource to find. They need to be trained for a purpose with intention & vigor to achieve the breadth & depth of skills necessary to fill the shoes of this daunting role — They are full stack engineers, data scientists, artists of Robotic Process Automation and masters of AI of the highest order.
Automation and AI
Grow Revenue.
Not Headcount.
Digital Therapy builds software, process flows & automations that multiply the capacity of your workforce.
Custom software & internal tools purpose-built for the work your team actually does — not bloated SaaS retrofitted to fit.
Redesigned process flows that remove bottlenecks, clarify handoffs, and let lean teams handle higher volume without adding headcount.
Targeted automation across intake, reconciliation, reporting & approvals — replacing the repetitive work that would otherwise require another hire.
Security and control
Privacy & security are top priority.
Digital Therapy builds secure systems to keep family office data private, organized, and accessible only to the right people.
Private deployment
On-premises, offline, or controlled infrastructure options when sensitivity requires it.
Role-based access
Users see only the data, reports, and workflows appropriate to their mandate.
Auditability
Key workflows, changes, approvals, and data flows remain documented and reviewable.
Secure integration
Encrypted access and controlled connection patterns reduce unnecessary exposure.
Let’s get started.
In 20 minutes, we can explore current pain points, identify how Digital Therapy can deliver meaningful value, and tour one or two custom solutions deployed for existing clients.
