CAPENDIUM
Your Capital Compendium

The Comprehensive Engine for Capital & Analysis.

A compendium is more than a list—it is a comprehensive collection of information and analysis pertaining to a body of knowledge. Capendium unifies your global holdings, custodian data, and deep portfolio analytics into one complete capital intelligence environment.

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Designed for Multi-Family Offices•Private Wealth Managers•High-Net-Worth Individuals•Endowment Trustees

app.capendium.com/ledger

Net Worth Summary

$42,850,000+4.2% YTD
USDEURSGDGBP
Equities

38.4%

Private Equity

26.1%

Real Estate

19.8%

Liquid Treasury

15.7%

Custodian Feeds

  • UBSSynced
  • J.P. MorganSynced
  • Morgan StanleySynced
  • Julius BärSynced
  • LGTSyncing

Built to Solve Fragmented Wealth Management

The Problem

Spreadsheet Fragility

Scattered bank portals, manual data entry, and delayed quarterly PDF reports lead to blind spots, currency friction, and operational risk.

The Solution

A True Capital Compendium

True to its definition, Capendium brings together both multi-custodian position data and deep portfolio analysis into a single, cohesive body of capital knowledge.

The Engine

Deep Portfolio Analytics

Move beyond historical reporting. Run Monte Carlo stress tests, simulate capital calls, analyze sector risk, and model scenario allocations in seconds.

Bank-Grade Security & Enterprise Trust

Capendium is built on infrastructure standards demanded by custodians, auditors, and regulators — so your capital data stays precise, private, and untouchable.

  • Read-Only Custodian Feeds

    Zero execution or withdrawal risk on any connected account.

  • 256-Bit End-to-End Encryption

    Data protected in transit and at rest to SOC 2 compliance standards.

  • Zero-Knowledge Data Isolation

    Strict tenant isolation preserves family office privacy at every layer.