01
Entity + Cashflow Mapping
Entity, trust, account, investment, real-estate, and operating-company views organized into one trusted map.
Capabilities built for complex wealth
Ask your data anything!
Digital Therapy builds private data, automation, accounting, and reporting capabilities for family offices that need confidence across sensitive information, complex assets, and lean operating teams.
Talk to your data
Once your data is unified & configured, query your collective database by just asking questions.
Outcomes for family offices
Transformation Case Studies
Three real Digital Therapy engagements — anonymized in respect of client privacy. Click any card for the full Project Description, Problem State, Solution State, and Impact.
Core capabilities
Digital Therapy offers a toolbox for complex wealth.
02
Warehouse & Data-Aggregation
Unify your data by connecting every source to your DT On-Prem central warehouse. We can migrate any data repository including legacy mainframe & green screen systems.
03
Accounting Systems
Close acceleration, AP and AR workflow improvement, reporting evidence, control design, and automation-forward accounting support.
04
Single pane of glass
Capital calls, notices, statements, subscriptions, document intake, investment data capture, and exception handling for private investments.
05
Document automation
AI document agents that classify, extract, route, summarize, and preserve source evidence for sensitive family-office materials.
06
Insights & Reporting
Dashboards, ad-hoc owner questions, scheduled reporting, narrative commentary, and self-serve views tailored to each stakeholder.
Delivery architecture
Fully integrated & securely on-prem.
01
Data foundation
Digital Therapy starts by establishing governed source-of-truth logic across entities, assets, accounts, documents, and roles.
02
Workflow automation
Manual intake, reconciliation, approvals, reporting cycles, and recurring tasks become controlled operating workflows.
03
AI operating intelligence
LLM-enabled tools are designed around privacy, access rules, retrieval boundaries, and practical owner questions.
04
Security and control
Role-based access, private infrastructure options, auditability, and deployment patterns keep the office in control.
Private by design
Privacy & Security are paramount!
But so is Speed & Intelligence.
How do you choose?
Digital Therapy works fluently across cloud platforms, but prefers deploying wholly-owned, custom applications on-prem. We run AI models offline by default — toggled online only for updates or short-lived tasks — and install identity-based access management that handles permissions by role, project, entity, title, or any attribute you assign.
Our Mission: Deliver speed & intelligence to family offices without compromising privacy & security.