DWIMBS
DWIMBS is DynamicHQI's family office software — a modular platform built around the actual work of your office. Every report, reconciliation, and workflow you rely on becomes a purpose-built module — powered by Agentland, tailored to family offices.
Modules, Not Monoliths
Legacy family office systems bolt reporting tools like Crystal Reports onto aging databases — rigid, hard to change, and dependent on the one person who knows how they work. DWIMBS replaces that stack with focused modules on a modern platform: each one does a specific job for your office, and each one produces output you can trace back to source.
Reporting Modules
The reports your office already depends on, rebuilt as modules — entity statements, consolidated positions, distribution summaries — generated on demand, formatted for principals and trustees.
Data Modules
Connectors pull from banks, custodians, and operating businesses into one reconciled set of books. Every figure traceable to source.
Workflow Modules
Close processes, distribution approvals, advisor packets — the recurring work of the office, run consistently with a gate for human sign-off at every step that matters.
An Intelligent Home for Every Project
Everything on the platform lives in a workspace — an intelligent home for each entity, engagement, or initiative. A workspace brings together its books, its modules, its reports, and its approval history, so context is never scattered across systems.
- One workspace per entity, trust, or operating business
- Modules run in context, with the workspace's own data
- Reports and approval history stay with the work
- Clean isolation between workspaces — no bleed-over
Built Around the Work of the Office
- Multi-entity accounting — per-entity books with clean consolidation across trusts, LLCs, partnerships, and operating businesses.
- Report modernization — retire Crystal-Reports-era tooling; each report becomes a module you can run, schedule, and adapt.
- Cash flow and planning — forecasting, operational cost analysis, and capital expenditure support grounded in reconciled data.
- Approvals and audit — sensitive actions require sign-off, and everything that runs leaves a complete, timestamped audit trail.
Software Your Compliance Posture Can Live With
Tailored, Not Generic
Modules are built around your office's specific use cases — not a one-size-fits-all product you bend to fit.
Human Control
Where the platform automates, it proposes and waits for approval. Your team decides; the system executes and documents.
Nothing Hidden
Every module run is logged and source-traceable. Numbers that stand up to audit and diligence.
Ready to Modernize Your Office?
Talk to our team about moving from spreadsheets and legacy report stacks to DWIMBS — a modular platform with a full audit trail.