Investment committees
Capture allocation decisions, trade-offs, conditions and mandate exceptions in one consistent structure.
Meetwise for family offices
One intelligent memory for wealth, investments and governance.
Meetwise brings investment committees, manager conversations, family governance and meetings with banks, funds and advisers into one secure memory that identifies decisions and organises follow-up automatically.
One memory
for the family, investment team and external advisers
Meeting intelligence
Investment committee · Q3 allocation
71 min · 6 participants · Multi-asset
Asset allocationManager reviewGovernance
Detected signals
- Allocation decision linked to family mandate
- Manager question added to follow-up meeting
- Liquidity action assigned to CIO office
TranscriptIntelligenceActions
Built around family-office work
Decisions remain findable as advisers and generations change
Meetwise retains the reasoning behind a decision and connects it to the investment, mandate, advisers involved and actions that follow.
Manager selection and monitoring
Compare strategy, performance, team, risks and open questions across manager conversations.
Family governance
Retain agreements on governance, roles, information needs and decision-making as shared context.
External advisers
Connect conversations with banks, tax advisers, lawyers and wealth managers to the same family and investment context.
From conversation to family-office action
Meetwise organises the information before the next adviser calls
Every meeting is classified, summarised and connected to the relevant investment, company, people and recurring decisions automatically.
Capture
Use Meetwise for meetings around the table, online conversations and phone calls with advisers.
Organise
Meetwise recognises family context, companies, investments, participants and recurring themes.
Decide
Advice, trade-offs, decisions, conditions and actions follow a consistent family-office structure.
Follow through
Tasks, follow-up, documents and preparation land in the right workflow automatically.
Institutional memory
Continuity across investments, advisers and generations
The family office sees not only what was decided, but why, with whom and what action followed.
What Meetwise captures automatically
Allocation decisions and rationale
Investment and manager risks
Governance agreements and mandates
External specialist advice
Actions, owners and deadlines
Preparation by family, fund or investment
Fits the family-office stack
One meeting layer across portfolio, CRM and Microsoft systems
Meetwise connects meeting intelligence to Dynamo, eFront, Salesforce, Dynamics 365, Outlook and Microsoft 365 while keeping access, context and automation manageable per organization.
EU-hosted workspace · private, team and organization access · context by family and investment
Common systems in this workflow
Experience it with your own context
Let Meetwise process one real family-office meeting
Bring an investment committee, manager conversation or governance meeting. We show how Meetwise organises the decision trail and follow-up for your team.