Edify
A quiet place for the parts of a portfolio that do not fit on a single page.
Edify gives family offices a clean, privacy-respecting way to keep track of holdings across equities, fixed income, structured products, alternatives, cash, and the things that sit between them. Invite-only. No marketing. No third-party trackers.
On privacy
Your data is private to your account.
The application enforces strict isolation between accounts: only you, signed in with your password, can view or modify your holdings. Other users of the service, including other family offices, cannot see your data.
All traffic between your browser and Edify is encrypted with TLS. Data at rest lives in an isolated database on a server we operate, with daily encrypted snapshots.
Operator access is limited to account metadata (logins, last-active times, tenant counts) for support and billing purposes. The operator does not have a tool to read the contents of any portfolio.
We are deliberate about what we promise: this is strong, multi-tenant, app-level access control. It is not the cryptographic zero-knowledge model you would find in a password vault. We tell you the difference because twenty years from now, it should still be true.
Edify is invite-only.
Access is by personal invitation from the operator. If you have not already spoken with us, this is not yet your tool.