Atelier Platform evolving
One platform with two connected workflows, Family Office Reconciliation and Portfolio Builder. First get a clear view of what you hold today, then test portfolio ideas in a separate model.
The record of what you actually own and the portfolios you model are different things. The next version of Atelier keeps them on two separate pages.
The current restricted platform includes portfolio research and index-building tools. The unified two-page experience and evidence-led reconciliation workflow are in development.
01 · Family Office Reconciliation
Brings holdings from every entity and account together with the documents behind them. You review the differences, the missing evidence and any stale valuations before a reporting snapshot is produced.
In development
02 · Portfolio Builder
Research instruments, assemble a basket and examine allocations, constraints and historical results. NABLA 50, SAVANA 50 and SAHARA 50 remain distinct products within the portfolio workflow.
The link between the two is simple. A reviewed reconciliation snapshot becomes the starting point for a portfolio model.
Model changes stay separate from recorded holdings. A proposed allocation is not a booked transaction, and simulated execution is not a live order.
Source dates, reporting currency, coverage and assumptions belong beside the figures they explain.
NABLA 50, SAVANA 50 and SAHARA 50 each retain their own identity, methodology and history. Explore them individually or as components of a model portfolio.
Explore the index familyAfrican large-cap core
Research the core African equity index, with its own universe, currency treatment and methodology.
View on the platformAfrican growth
Explore the African growth index as a distinct component, with its own rules and exposure profile.
View on the platformGulf equity
Explore the Gulf index and its Sharia-screening approach, with its own universe and methodology.
View on the platformPrincipals get an overview they can understand. Office teams review the evidence. Portfolio managers test alternatives. Banks, administrators and advisers keep providing their own records and services as before.
Reconciliation is not audit, assurance or an independent valuation. Availability, onboarding scope and data-handling arrangements are confirmed for each engagement.
Family-office servicesExisting users can sign in at cordis.capital. Contact us to discuss access or a demonstration.
