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Family office reporting still ends in Excel. The PDFs are why.

This story is from 2026-10-29. It is preserved in the archive; the latest stories are on the live feed.

Disclosure: I co-founded Mitosis Labs, which runs Private SuperIntelligence. This is an adaptation of the original guide written for family offices. Citi Institute's May 2026 report on AI in the family office found that monthly reports from advisers are manually consolidated into Excel due to priva…

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  1. 2026-10-29 13:32 · DEV Community — AI
    Family office reporting still ends in Excel. The PDFs are why.

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