Asset Data Inventory

If you own assets but lack protected and structured information about them — you risk losing them

Your family can preserve your capital — if they receive all essential data in time. For every asset. With no delays.
Documents live in cloud drives, access is with managers or assistants, numbers are scattered across emails and notes.
There is no guarantee that this information will be preserved, stay relevant, or reach the intended people.

Why it matters

If you don’t have a unified repository, you face three key risks:

Asynchronous data

Аccounts in banks, documents in email, access held by assistants. No full picture — even for yourself

No way to delegate

Without a unified system, helpers can’t operate safely or accurately. Everything depends on you

Family is left in the dark

Without complete, pre-structured information and auto-transmission, access to assets becomes uncertain

The problem in numbers

3/4

3 out of 4 capital owners store their information in a fragmented way

28%

28% see data storage as the most stressful part of capital preparation

Only 6% have left clear instructions for their family to access assets

90%

Even with a family office, 90% of decisions and communication rely on the owner

No cloud service can guarantee integrity or delivery of the data

What Owner.One does

Eliminates the risk of information loss
Structures and protects your asset data
Tracks data relevance automatically
Enables safe delegation
Prepares everything for KYC and audits
Gets your assets ready for digital inheritance

How it works

With Owner.One, your data is securely stored, fully structured, and ready to be transmitted to those you trust

Step 1

Fast onboarding

Use Fast Track to enter key asset data: name, jurisdiction, value. A visual capital map is generated instantly

Step 2

Delegation with control

You don’t have to do it all yourself:
Assign tasks to an assistant via a secure link that grants access to only the specified assets — with no visibility into the rest of the system.

You stay in control at all times

Step 3

Data relevance monitoring

The system reminds you when data expires and offers an update path. You receive a report, and the Data Relevancy Tracker monitors deadlines.