SECURE: SOC2 TYPE II · 256-BIT ENCRYPTION

Analyze, allocate, and accumulate with precision

The intelligent platform for generational wealth preservation, portfolio visibility, and tax-efficient strategies.

secure.onyx.wealth / dashboard

Portfolio Performance

Real-time valuation and market exposure analysis.

Net Asset Value

Total holdings across all entities.

Return
+12.8% Ann.

Market Movers

S&P 500
4,120
+0.8%
NASDAQ
12,480
+1.2%
VIX
18.4
-2.1%
Volatility Alert

Tech sector experiencing unusual volume.

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Precision in every transaction

Connect every part of your financial life. Track liquidity, catch risk exposure, and execute strategies with confidence.

Asset Allocation

Visualise portfolio distribution dynamically.

Global Markets

Real-time sentiment and liquidity signals.

S&P 500 Rebalance
Completed
Fed Interest Rate
Pending
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Trusted by private banks

Join the most prestigious family offices utilizing Onyx for asset protection.

"Onyx gives us visibility into complex assets we simply cannot get elsewhere."
EP
Evelyn Pierce
Managing Partner, BlackRock
"The tax efficiency workflows alone have saved our clients millions this quarter."
JR
James Roth
Director, Sovereign Fund
"Security is paramount for us. Onyx's SOC2 compliance put our minds at ease."
AL
Arthur Lewis
CIO, Lewis Family Trust
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Membership Tiers

Bespoke service levels for individuals and institutions.

Private Client

0.75% AUM

For individuals with $5M - $50M in investable assets.

  • Dedicated Advisor
  • Tax-Loss Harvesting
  • Quarterly Rebalancing

Family Office

Flat Fee

Comprehensive infrastructure for $50M+ portfolios.

  • Direct Indexing
  • Private Equity Access
  • Estate Planning