Your family's wealth
deserves more than
a spreadsheet.
Vexel gives family offices and HNWIs a single, secure platform to track every asset, liability, and document — with real-time performance analytics and the access controls your wealth deserves.
14-day free trial · No credit card required · Setup in under 30 minutes
Trusted by family offices across Europe
“We replaced four spreadsheets on the first day.”
— Thomas Reiter, Head of Family Office, Reiter Family Partners
“Finally, a dashboard I can show the principal without preparing it first.”
— Isabelle Marten, CFO, Marten Vermögensverwaltung
“The Excel import took twenty minutes. I'd budgeted a week.”
— Marco Ferretti, Financial Controller, Ferretti & Associati
The Problem
Sound familiar?
Most family offices are managing complex, multi-asset portfolios with tools built for personal budgeting — not institutional wealth.
Your portfolio lives in five different spreadsheets
You update one, another goes stale. A quarterly consolidation takes days. A single formula error can misstate your net worth by millions.
You have no idea how each investment is actually performing
Net worth is one number. But which assets are generating real returns after FX changes, capital movements, and fees? Excel can't tell you.
Your system has no access controls, audit trail, or security
A Viewer role in Google Sheets isn't institutional-grade access control. And when something changes, there's no record of who did it — or when.
Features
Everything a family office needs.
Nothing it doesn't.
Built around the workflows of small, professional family offices — not adapted from enterprise software.
Total clarity over your family's wealth — the moment you log in.
Vexel's dashboard shows total net worth, asset allocation by type and currency, and time-weighted performance — updated in real time. No pivot tables. No manual consolidation. Just the numbers, exactly when you need them.
Every position, every obligation, every movement — in one place.
Track equities, real estate, private equity, cash, loans, and mortgages alongside their full transaction history. Multi-currency with automatic FX normalisation to your base currency.
Know which investments are actually working.
Vexel calculates XIRR automatically — per asset, per group, and across your entire portfolio — normalised to your base currency. Internal transfers between assets never inflate your returns.
Every contract and statement linked directly to its asset.
Upload, classify, and retrieve any financial document in seconds. Set access permissions by document type or individual user — with privacy controls that cascade automatically through roles.
Action items that live next to the assets they're about.
Assign tasks and log updates directly against assets, liabilities, owners, and counterparties. No more action items lost in email threads or disconnected task managers.
Migrate from Excel in under 30 minutes — with a safety net.
Vexel's guided bulk import flow accepts your existing spreadsheet data with a single upload. Separate templates for assets and liabilities, with full undo/rollback if anything looks wrong.
What our clients say
Built for the people who run the numbers.
Before Vexel, our quarterly review meant spending two days consolidating seven spreadsheets across three custodians. Now I open the dashboard and the numbers are there. We ran our last review in under an hour.
Thomas Reiter
Head of Family Office, Reiter Family Partners
I was sceptical about migrating years of transaction history, but the import took less than thirty minutes and the rollback feature meant there was no risk in trying. The audit log alone was worth the switch — we finally have a clear record of every change.
Isabelle Marten
Chief Financial Officer, Marten Vermögensverwaltung
We gave our tax advisor a Guest account instead of emailing him a new spreadsheet every quarter. He sees exactly what he needs, nothing more. That one change removed a process that was taking me half a day every three months.
Marco Ferretti
Financial Controller, Ferretti & Associati
Pricing
Simple, transparent pricing.
Sized for family offices, not enterprise procurement. All plans include a 14-day free trial — no credit card required.
Prices shown are indicative. Final pricing is confirmed during your demo and depends on your configuration.
Starter
or ~€5,000 / year (save ~17%)
Up to 3 users, 1 Owner
- Full V1 feature access
- Asset & liability management
- XIRR performance tracking
- Document vault (storage limits apply)
- PDF report generation
- 14-day free trial included
Professional
or ~€10,000 / year (save ~17%)
Up to 10 users, 5 Owners
- Everything in Starter
- Up to 10 users & 5 owners
- Priority support
- Expanded storage
- 14-day free trial included
Enterprise
Annual contract, tailored to your needs
Unlimited users, Owners & Custodians
- Everything in Professional
- Unlimited users & owners
- Dedicated onboarding
- SLA agreement
- Custom integrations (roadmap)
FAQ
Common questions.
Ready to replace your spreadsheets?
Book a 30-minute demo and see Vexel working with your asset types.
No slides. No sales pitch. Just the product.
14-day free trial · No credit card required