All your assets in one place
Redwood is a complete portfolio management solution with trusted AI automation powered by all your data, designed to drive greater outcomes for the portfolios in your care.
A complete technology solution
Boost efficiency and empower smarter investment decisions
Boost Efficiency
Reduce manual tasks by 80% with AI automation that streamlines data reconciliation,reporting, and operational workflows.
Digital Analyst & Reporting
use our AI analyst to instantly query data-rooms, market data, and firm information to generate real-time AI analysis and reports
Intelligent Decision-Making
Seamlessly collaborate with your team in real-time, anywhere in the world.
Enterprise-Grade Security
Make data-driven decisions with comprehensive analytics and reporting tools.
Go from analysis to action in moments.
Automate your investment process, harness your data, and accelerate your growth with Redwood.
Portfolio Consolidation
Simplify complex holdings by consolidating data from multiple custodians, asset classes, and currencies into a single, comprehensive view.
AI-Powered Automation
Transform your operations with AI-enabled technology that automates data reconciliation, document processing, and workflow integration.
Digital Analyst & Custom Reporting
Query your family's data using natural language and generate custom reports instantly through our intuitive analytics platform.
Portfolio Projection Solution
Leverage complete forecasting and modeling capabilities to simulate scenarios and forecast private fund cash flows across diverse asset classes.
Security & Privacy First
Your data security and privacy are our top priorities. We have built enterprise-grade protection into every layer of our platform.
Industry-grade encryption
We can't access your data even if we wanted to. Your privacy is built into our foundation.
SOC 2 Type II Compliant
Independently audited and certified for security, availability, and confidentiality.
Secure Infrastructure
Hosted on enterprise-grade cloud infrastructure to ensure your data is always safe and secure.
Certified and compliant with the highest security standards
SOC 2 Type II
GDPR Compliant
ISO 27001
CCPA Ready
Why choose Redwood?
Customize AI Solutions According to Your Needs
Tailor workflows, reports, and AI insights to match your portfolio requirements
Access to Responsive Support
Dedicated support team to provide expert guidance and technical support whenever you need assistance
Security and Harness the Power of Your Data
Industry-grade security protects your information while private AI transforms your data into actionable wealth intelligence.