Company Performance Metrics
Mozaiik is a wealth management technology platform designed for Canadian advisory firms and multi-family offices that manage complex family wealth. The platform provides an entity-first operating system where advisors can model families, trusts, holding companies, corporations, and other entities. It offers a Wealth Map to visualize ownership
structures, consolidated dashboards to see positions and performance across custodians, and a secure document vault for organizing agreements and records by entity. Mozaiik supports compliance workflows aligned with CSA, OSC, CIRO, and related Canadian requirements. It is being built to integrate with Canadian custodians and data providers so data can be aggregated and reported from a single system. The platform also incorporates AI-driven intelligence for insights across client books of business. Mozaiik is accessed by licensed advisory professionals through a cloud-based interface with early access available via a pilot program.