FOD-OS

Asset Inventory

Unified holdings view.

Entity: HoldingPipeline: HoldingsMemo: Foresight Brief

Active Alerts

Liquidity mismatch flagged
Manager performance slippage
Three governance documents require review

Total AUM

$347M

Q4 2024

Asset Classes

12

Diversified

YTD Return

+8.4%

After fees

Risk Rating

A+

Composite

Configured Workflow

Command Center

Family office intelligence overview.

Asset Inventory

Unified holdings view.

Risk Cube

Multi-dimensional portfolio risk.

Liquidity Map

Liquidity posture and trend.

Investment Mandate

Governance framework.

Manager Overview

Manager intelligence snapshot.

Entity Structure

Family enterprise structure map.

Stage Model

1
Asset View
2
Risk Review
3
Liquidity
4
Governance
5
Continuity

Implementation Note

This screen is driven by typed archetype config. The next backend slice should persist tenants, memberships, module data, documents, and RLS-backed surface entitlements.