What is wealth intelligence?
Eudos defines wealth intelligence as measuring and understanding the performance of a household's whole financial picture. It covers every account, property and private holding, and the trusts, LLCs and holding companies that own them. The measures are what the household truly owns and what that wealth actually earned. It's the record a family office keeps, made available to households without the staff. Software, not an adviser.
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How is it different from budgeting or net worth tracking?
Budgeting apps measure the month: where the money went. Net worth trackers add up a total. Eudos measures the balance sheet itself: each entity counted at the household's ownership share with its own debts, and returns measured on the money actually put in, so a deposit is never counted as a gain.
What does it measure?
- The consolidated balance sheet: net worth day by day.
- The return on money invested: IRR per holding and per portfolio.
- Cash flow: savings rate, cash runway and lifestyle inflation.
- Taxes estimated through the year.
Who is it for?
Wealth builders whose wealth sits in more than a brokerage account: property, a business, crypto, private holdings, entities.
What isn't it?
Advice. Eudos shows, measures and records. Decisions stay with the household and the professionals it hires.
Questions
Is wealth intelligence the same as wealth management?
No. Wealth management is advice and investing on a client's behalf. Wealth intelligence is measurement: it shows and records, and gives no advice.
Do I need a trust or an LLC to use it?
No. It works for any household with more than a brokerage account; entities are kept on their own books when there are some.
Where can I see it?
The Eudos demo shows a fictional family's wealth measured this way, with no sign-up.