Organisation setup
Organisation setup
Settings → Setup (/settings/orgs) is the admin hub for structure and connections.
Organisation profile
Timezone, region, default currency, number format, and the AI family live here. European date format (DD/MM/YYYY) applies across the product.
AI family
Choose one family for chat and background work. Full and light stay on that family. Only Custom lets you pin a full model and a light model separately. Custom is not offered during onboarding.
| Family | Meaning |
|---|---|
| Auto | Platform picks the current best family (configured in admin) |
| Anthropic / OpenAI / Google / European sovereign / OpenSource | Uses that family’s ordered model chains (primary + fallbacks) for both full and light |
| Self or OFX Hosted | Contact sales to enable |
| Custom | Pin a full model and a light model separately (featured list, then More for the full catalog). Available in Settings only |
Turn on Only use selected family to hide session model pickers and always run the family defaults. When a family model errors, OpenRouter can fall back to the next model in that family’s chain.
Features
From Settings → Setup, open Manage Features to turn areas of the app on or off:
| Area | What it controls |
|---|---|
| Philanthropy | Portfolio → Philanthropy |
| Costs | Portfolio → Costs |
| Forecasts | Cash flow, scenarios, and tax |
| Residency | Tools → Residency |
| AI connectors | Settings → Integrations → AI connectors (MCP) |
| Meeting recordings | Inbox → Record, calendar notetaker, and recording uploads |
AI connectors and Meeting recordings are available on single-family offices and on multi-family offices (and fund houses). A parent office can also switch them off for a client or fund; that client cannot turn them back on.
Turning a feature off removes it from the sidebar and stops the AI agent from proposing or approving related actions (for example costs, philanthropy, trips, or cash-flow updates). Turning off AI connectors blocks new MCP connections and live tool calls. Turning off meeting recordings blocks new notetaker joins and uploads. Existing data, connections, and recordings stay, and you can turn a feature back on later. If this organisation belongs to a multi-family office or fund house, features they have switched off stay off and cannot be re-enabled here. Parent-controlled tools such as vaults, allocation, and exposure are managed only from the parent client or fund editor.
Legal entities
Entities (individuals, trusts, companies) own positions and bank accounts. Create entities before large imports so statements attach to the right book.
Settings → Setup → Entities or ask chat to create entities by name.
Bank accounts
Register custodian and operating accounts. Statement imports reference bank account name and portfolio name for grouping.
Connect bank on Settings → Bank accounts opens Tink (sandbox for now). After you finish at the bank, the page lists the connected accounts and their booked balances. Select one account to view its transactions. Those lines stay in Tink and are not imported into the portfolio. Request data feed is unchanged.
Inbox
Settings → Setup → Manage Inbox (/settings/inbox) sets the internal shared address, the known-sender gate, and the optional external investments address for fund pitches. You can add free-text screening instructions for auto-replies (for example: we are already 90% allocated for 2026). Rotate replaces an address; mail to the previous one bounces.
See Inbox.
Integrations
Connect external services where available (portals, data feeds). Availability varies by plan and region.