Client Data & Family Tree Management

Accelerates the collection and construction of client trees with applied AI by tapping into multiple data sources, including client provided documentation.

The Client Data & Family Tree Management Solution

The Client Data and Family Tree Management solution helps your firm create and maintain accurate, complete views of client relationship hierarchies through a guided process. The solution walks professionals through building new client trees or updating existing ones, drawing from multiple data sources including internal client databases, third-party providers, and public sources such as SEC filings. The solution also leverages AI to read client documentation describing their subsidiary relationships, such as PDFs or images, extracting ownership and relationship details and automatically organizing them into a clear family tree structure. This capability enables your teams to assemble robust client trees quickly without relying on manual data entry.

Ongoing maintenance is made significantly more efficient by leveraging the same data connections to identify change and highlighting where those changes occur in the tree. Your firm can prioritize preferred data sources to automate updates and continuously enrich client trees as new information becomes available.

Accelerate Client Tree Creation

Accelerate the creation and maintenance of accurate client and affiliate family trees by automating data ingestion from internal, third-party, and public sources.

Call Out Important Change

Surface meaningful changes in client relationships by highlighting updates across entities and ownership structures, immediately drawing professionals to where review may be needed.

Strengthen Decision-Making

Strengthen downstream risk and decision-making processes by providing a trusted, continuously updated foundation of client and relationship data.

Kingland Cloud & AI Platform

The Kingland Cloud & AI Platform and accompanying enterprise software accelerators represent our technology strategy in action, powering innovation and delivery of Kingland Solutions to the markets and professionals we serve.

AWS Cloud & DevSecOps

Kingland software solutions optimize the tooling provided by AWS and build tailored on-ramps to the cloud for your business, putting your data and its insights safely to work... everywhere.

Relying on the cloud's resiliency, performance, and security ensures that your curated cloud components function as predicted, scale to your future needs, and are cost-effective.

AI Ecosystem

Kingland delivers AI through a secure and resilient execution framework, leveraging multiple foundation models with version control to ensure precision, scalability, and reliability. Built-in cost management and confidence scoring enable transparent governance, human-in-the-loop oversight, and measurable value across every applied AI use case.

Together, these capabilities ensure organizations can deploy AI responsibly while optimizing for performance and cost.

Data Repositories

Kingland’s data repository technology consolidates and normalizes data into a single, trusted source for risk and regulatory decision-making. It is designed to continuously curate, enrich, and service your business processes to ensure accuracy, consistency, and auditability across the firm. This centralized intelligence enables faster insights, stronger governance, and scalable support for evolving regulatory and business needs.

Client Data & Family Tree Management

The Client Data & Family Tree Management Solution

Value for your Firm.

Accelerate Client Tree Creation

Call Out Important Change

Strengthen Decision-Making

Kingland Cloud & AI Platform

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Start your Business Process Transformation with Kingland.