Simple is proud to announce the launch of Lens, a new AI-powered governance and compliance monitoring tool designed specifically for family offices. Lens represents a fundamental rethinking of how family offices oversee their operations, investments, and regulatory obligations.
The Problem
Family offices face an increasingly complex governance landscape. Regulatory requirements are expanding, investment portfolios are growing more complex, and the cost of compliance failures continues to rise. Yet most offices still rely on manual processes — spreadsheets, email chains, and periodic reviews — to manage these critical functions.
The result is governance blind spots: risks that are identified too late, compliance obligations that slip through the cracks, and a general lack of real-time visibility into the office's operational health.
What Lens Does
Lens provides family offices with continuous, AI-powered oversight across three domains:
- Investment Compliance — automatically tracks portfolio positions against Investment Policy Statement constraints, alerting when allocations drift outside approved ranges
- Regulatory Monitoring — scans regulatory databases and legal updates, flagging changes that affect the office's obligations across all relevant jurisdictions
- Operational Health — monitors key operational metrics including vendor performance, cybersecurity posture, and internal process adherence
Key Features
- Real-time dashboards — visual overview of governance health across all monitored domains
- Intelligent alerts — AI-powered notifications that distinguish between routine fluctuations and genuine concerns
- Audit trail — complete record of all governance events, decisions, and resolutions
- Board reporting — automated generation of governance reports for family council and advisory board meetings
- Integration APIs — connects with existing portfolio management systems, accounting software, and document repositories
Availability and Pricing
Lens is available immediately to all Simple platform subscribers. Pricing is based on assets under management and the number of governance domains monitored.
For more information or to schedule a demonstration, contact our team at monitor@andsimple.co.
Lens is part of our broader suite of AI-native tools for family offices. Learn more about Simple Select, our structured evaluation platform for tools and service providers.