Evidence
Client stories
Evidence from reporting cycles — specific constraints, mismatches, and outcomes rather than star ratings.
“The first pack still needed two custodian clarifications, but once those landed, our committee finally stopped arguing over which wallet total was correct.”
Hyejin Park — family office coordinator, Gangnam. Engagement: Consolidated Holdings Reporting.
“Inventory audit found three dormant exchange accounts our prior spreadsheet had silently dropped. Embarrassing, useful, and cheaper than discovering it mid-committee.”
Daniel Orth — advisor to a Busan industrial family. Engagement: Digital Asset Inventory Audit.
“Quarterly briefings are short on purpose. We only wanted material venue changes called out; DataProcessr resisted padding the note with market commentary, which we appreciated.”
Yuri Nakamura — principal’s assistant (cross-border family). Engagement: Quarterly Oversight Briefing.
“One custodian’s statement layout changed mid-year and broke our internal extract. The reconciliation list was dense, but our counsel could finally write a precise follow-up instead of a vague complaint.”
Seungmin Cho — in-house counsel support, Yeouido. Engagement: Custodian Statement Reconciliation.
Extended note — first reporting cycle for a three-entity office
A Seoul family office held digital assets across two custodians, one exchange, and a set of cold-storage devices tied to three entities. Prior totals lived in a shared spreadsheet that rounded aggressively. During Consolidated Holdings Reporting, DataProcessr logged fourteen unmatched lines in the first draft — mostly timing differences and one mislabeled sub-account. After custodian clarifications, twelve lines closed; two remained open with documented reasons. The committee accepted the pack with those exceptions visible rather than forcing a false balance.
Request a holdings review if your office needs a similar baseline.