Gestio
Multi-tenant SaaS platform for independent family offices
Problem
Independent family office managers were juggling multiple disconnected tools to manage clients, accounting and documentation. No off-the-shelf solution addressed their specific multi-client independent needs.
Solution
Multi-tenant SaaS with full RLS isolation per tenant on Supabase. Three distinct roles (Super Admin / Manager / Client), invoicing, wealth tracking, budget, cash flow projections, integrated messaging and credentials vault.
Context
Gestio centralises everything an independent family office manager needs: client management, self-employed accounting, wealth tracking, invoicing, URSSAF declarations and document archiving — in a single platform with full per-tenant isolation.
Stack
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