Turoid

Turoid provides family office software and agentic AI for wealth teams in Hong Kong and Singapore. Its platform connects portfolio data from custodians with documents, manager notes, mandates, reporting, and internal workflows, helping teams work from a more complete view of their investments. AI agents can answer questions using the organisation’s own data, provide evidence-backed context, monitor exposures and exceptions, prepare reports, route approvals, and coordinate follow-up tasks.

Designed for family offices and private investment teams managing complex portfolios, Turoid supports workflows including data extraction, trade and cash reconciliation, alternative investment reporting, investor activity searches, and natural-language portfolio queries. The company also offers software readiness assessments, audits, benchmarks, comparison resources, and practical guides to help wealth teams evaluate technology, reduce reliance on Excel, and identify where AI can support operations.

Turoid’s stated aim is to reduce operational workload and improve decision context, enabling lean teams to manage reporting and investment workflows more efficiently. Its team combines experience in wealth management, asset management, AI engineering, and software development.