Your families get a digital aide-de-camp. You get a unified way to manage them from one place. Amara is giving you more than a front-end for your client - your client will get a Legacy Management System, improving harmony through communication and transparency among other features.
Strong performance is a commodity in MFO world. The experience is the differentiator. The rules living in binders and in people’s memories is not going to sustain the AI-enabled world. The families will soon judge your office by how you serve them and Emails / phone calls won’t hold them longer.
Across every family you serve, the line between what was promised and what was delivered — blurrier, more often, than anyone would like to admit.
The ask nobody confirmed was finished — sitting in a thread, a voicemail, or someone's mental to-do list.
The history of a family, living in one banker's head instead of anywhere the next colleague can find it.
A unified view for every family - One productized way to serve them. And a digital aide-de-camp in every family’s pocket.
Families, their advisors and your own team — related correctly, once, the way a CRM knows a customer, not a folder that merely mentions one.
Not just the quarterly review. A question, a request, a small thing handled before anyone has to chase it — daily use, not occasional access.
Every answer, every access and every decision is attributable. When a client, auditor or regulator asks "why," your office already has the answer.
We keep most of what Amara actually does for a real conversation, not a webpage. Here's a taste of what's inside.
Every family, and every person around them — related correctly, once, not re-typed into six different systems.
Ask it what you'd ask a trusted assistant — by voice or by text. The AI answers from your own data, or knows exactly who should.
The documents and reports you currently email, text, or hand over in person. Somewhere better, finally.
One shared view of what's coming up for each family — before anything collides.
For the asks that aren't a transaction, and don't belong in anyone's inbox.
The renewal, the deadline, the thing about to slip — surfaced before it becomes a problem.
Relationship managers, advisors and client teams working across many families, entities and generations.
A private mobile experience for each family, a working portal for your team — an AI-native core underneath both.
Isolation, access control and audit practices designed for the scrutiny your clients already expect.
We're working closely with a handful of multi-family offices to shape it before wider release. If you want to transform the experience your clients have of you, we'd like to talk. Single-family offices are welcome to reach out too.