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Bespoke AI Intelligence for Private Decision-Makers
SMA Crown Confidential:
Online Data Platforms
Online Data Platforms for Private Decision-Makers
A curated reference to the selected online platforms related to art, genealogy, and private wealth management that serve the data layer.
The tools below provide records, data, market pricing, and analytical frameworks. Each occupies a defined layer. In comparison, the Bespoke AI Confidante provides interpretation, context, discretion, and the intelligence that connects what a platform produces to what a decision-maker actually needs.
Private Wealth Management Platforms
A curated list of private wealth management platforms that consolidate assets across custodians, currencies, and jurisdictions, automate reporting across complex entity structures, and give wealth owners and their teams a single verified picture of everything they hold. The person behind the wealth and the questions of what the wealth means and how consequential decisions about it should be framed fall entirely outside their scope.
Art Collecting
A list of data platforms that serve collectors at the point of acquisition, market research, and secondary sales. The collection itself — its meaning, succession, stewardship, and positioning within a broader estate or legacy — falls outside their scope.
Genealogy and DNA Testing
A list of online genealogy platforms that serve researchers at the level of records retrieval, DNA matching, and data aggregation. The interpretation of results in relation to documented family history, the management of discretion, and the conversion of raw findings into a coherent and lasting account require a different kind of support.