ShiftCtrl unifies multibank wealth, real estate, construction projects, household finances and succession into a single, auditable workspace — designed for professionals, families and family offices who refuse to live in spreadsheets.
ShiftCtrl is the super-app layer above your banks, notaries, contractors and advisors — built for people whose life doesn't fit inside a single app, or a single spreadsheet.
Aggregate equities, bonds, crypto, private holdings, real estate, vehicles and collectibles into one live net-worth view.
Track monthly quotas, contractor payments and per-building expense centers. From first permit to handover.
Smart imports for recurring expenses. Assign every movement to a cost center — a property, a child, a venture.
A private agent trained on your ledger, calendar and contracts. Drafts memos, flags anomalies, answers in plain language.
Weekly, monthly, quarterly. Delivered to principals, trustees and accountants — branded and board-ready.
Model trusts, SPVs, inheritance scenarios and cross-border structures. Share permissioned views with heirs, counsel and trustees.
A personal newsroom — Bloomberg, Reuters, FT, regional press, crypto and regulatory feeds — filtered to the tickers, regions and projects that actually move your balance sheet.
Principal, spouse, CFO, auditor, accountant. Each sees exactly what they should.
Private-jet and commercial search, tied to your expense ledger by default.
Santiago. Madrid. Miami. Zurich. Singapore. New York. ShiftCtrl consolidates across jurisdictions, currencies and time zones — so the view is the same from anywhere.
Equities in Zurich. A vineyard in Mendoza. A catamaran in Marbella. Three crypto wallets and a Miami condo on Airbnb. ShiftCtrl consolidates them into one real-time balance sheet — with history, provenance, and export.
Connect banks, brokers, custodians and wallets via PSD2, Plaid, SIX, and direct integrations. Add private assets — real estate, cars, boats, art, receivables — with their own custodians and valuation methods.
Before ShiftCtrl we had seventeen logins, four Excel workbooks and a WhatsApp thread with my accountant. Now we have one screen — and a quarterly report my board actually reads.
A 40-story tower. Three generations of a family. An eight-figure balance sheet. The hard problems demand tooling that respects the difficulty — not consumer apps with a dashboard bolted on.
Track monthly quotas, certificate schedules and contractor payments per building. Built for owners who run 2–40 projects at once and need to see margin slip before it does.
Upload an “estado de pago” and ShiftCtrl extracts quantities, applied taxes and retentions — reconciles against the contract and flags variances before approval.
Succession is not a spreadsheet. It's a living document of entities, mandates, policies and people. ShiftCtrl is designed to be inherited — not migrated.
Govern the family's wealth like a firm: entities, roles, mandates, policies. Model succession and inheritance scenarios without leaving the platform.
Drag assets between heirs, trusts and entities. ShiftCtrl runs the tax and legal implications across jurisdictions, with scenarios you can save, share and revisit.
Bloomberg, Reuters, FT, WSJ, Diario Financiero, El Mercurio, CoinDesk, SEC EDGAR, BCCh, CMF and 40+ regional sources — aggregated, de-duplicated and ranked against your tickers, properties and projects.
ShiftCtrl's feed connects to 40+ financial, regulatory and regional news sources. Every article is parsed, linked to the tickers, entities and projects in your ledger, and ranked by portfolio relevance.
Treasury yields slid across the curve on the dovish dot plot. Your UBS Global Equity mandate ($4.83M) has 28% rate-sensitive exposure.
Afecta 2 de tus proyectos: Torre Núñez y Las Condes Lot A. Demanda proyectada al alza en 18 meses.
Your cold-wallet position ($318K) is now +$19K on the day. Rebalance threshold reached.
Impacta la estructura Reyes Holding · BVI. ShiftCtrl sugiere revisión con asesor.
Trained on your portfolios, contracts, invoices and calendars. Grounded in your data, never shared across tenants, and fully auditable. It drafts memos, answers questions in plain language, and acts — with your approval.
“Summarize my Q1 vs last year, and send the board pack.”
“Book the Santiago → Miami flight and tag it to Project Núñez.”
Your data is the most sensitive asset on the platform. We treat it that way — with the controls and audits expected of regulated institutions.
Availability, confidentiality and processing integrity — independently attested.
End-to-end policy framework across people, process and technology.
Tenant-level keys via KMS. Optional customer-managed keys for family offices.
Okta, Azure AD, Google. Per-asset permissions for heirs, trustees and advisors.
Choose where your household’s data lives. Backups pinned to the same region.
Bank connections are strictly read-only. ShiftCtrl cannot transfer funds.
Immutable audit trail. Export on demand for counsel or regulators.
Your data is never used to train models shared across tenants.
ShiftCtrl is the product of two decades spent running fintechs, advising families and moving capital across Latin America — and refusing, once and for all, to keep doing any of it in spreadsheets.
CEO of Localpayment — the cross-border payments platform acquired by Aleph Group — and managing partner of Israel Consult, a decade-old advisory firm for Latin American families and operators. Panama-based, Buenos Aires-built, MIT-trained.
After twenty years connecting capital across thirteen countries, six regulators and three generations of a family, the real bottleneck in private wealth became obvious: it was never access to markets. It was operational clarity.
ShiftCtrl is the tool he wished existed. So he built it.
A private operating system. Built in Panama, Buenos Aires and Miami. For the people who build, inherit, and protect capital across generations and jurisdictions.
Annual billing, month-to-month available. All plans include unlimited cost centers, unlimited documents and the AI concierge.
For individuals and couples tracking wealth, expenses and one property.
For professionals and families with development projects, multiple entities and staff.
For single and multi-family offices with governance, succession and cross-border structures.
Create your workspace today. Bring your toughest case — multi-entity, multi-currency, construction in flight — and we'll model it live on the platform.