Asset RegimeDEMO
72
Improving▼ -3.2
ValixData derived signalBLS · BEA · Census · Treasury
OPEN → KNOWwhat changed · what matters · what is unusual · what comes next · evidencePrepared for this professional role
TODAY · 3-MINUTE OVERVIEWFamily Office · daily overview
PREPARED AUTOMATICALLY FOR YOUR ROLE
COMPLEMENTS YOUR EXISTING SYSTEMS · DEMO SIGNAL VALUES
Since prior review3 material changesDemo count · Nova ranks the changes that deserve attention
Highest exceptionAsset RegimeImproving · source/freshness attached when live
Cross-signal readHousehold / Client PressureCompared with Liquidity Conditions · relationship layer
Next catalysts4 monitoredDemo count · releases and events will populate here
Source readinessNews live · signals stagedOfficial connectors replace demo values without changing the workflow
TODAY'S REVIEW LIST
Asset Regime
Household / Client Pressure
Income Momentum
changes · exceptions · upcoming events · news · sourcesV
Current summary
How this works: advanced features appear only when the required data, history, access level, or connection is available
SINCE LAST REVIEWEstablishing local review baseline…Saved on this device onlyFinding the most important visible indicators…Brief 0
VALIXDATA · FAMILY OFFICE INTELLIGENCE NOW
What changed. What is unusual. What deserves attention.
DESK ENGINEREADYLive news + demo signals
ROLE-SPECIFIC SIGNAL MATRIX6 derived indicators configured
Household / Client PressureDEMO
69
Mixed▲ +0.8
ValixData derived signalBLS · BEA · Census · Treasury
Liquidity ConditionsDEMO
71
Strengthening→ -0.2
ValixData derived signalBLS · BEA · Census · Treasury
Income MomentumDEMO
84
Strengthening▼ -2.7
ValixData derived signalBLS · BEA · Census · Treasury
Risk ContextDEMO
69
Mixed→ +0.1
ValixData derived signalBLS · BEA · Census · Treasury
Event HeatmapDEMO
57
Elevated▲ +0.6
ValixData derived signalBLS · BEA · Census · Treasury
CHANGE MAPSignal direction at a glance
DEMOAsset RegimeImproving
Household / Client PressureMixed
Liquidity ConditionsStrengthening
Income MomentumStrengthening
Risk ContextMixed
Event HeatmapElevated
NOVA · PRIORITY INDUSTRY NEWSWhat this desk should see first
CONNECTINGConnecting the approved 24-hour Family Office news feed…
Priority stories will replace this preview automatically.
No per-user AI call is required for the shared desk feed.
LIVE WHEN CONNECTED
Every calculated indicator will show its source, update time, methodology, and whether the value is live, reference, or demo. Temporary values are intentionally marked DEMO.
Open full Nova brief + news →Desk KPIs
#1
PE NAV Quarterly Mark
+1.8% Q4 est
MANUAL
Estimated quarterly PE NAV marks before formal valuations. Determines liquidity planning and co-investment appetite for Q1.
#2
Direct Lending Yield (Net)
11.2%
MANUAL
Net yield on direct lending strategies post-fees. Risk-adjusted yield for a major family office allocation category. Compare to public equivalents.
#3
Real Assets (Inf.) Yield
6.8% unlevered
MANUAL
Unlevered infrastructure return target in current market. Rising rates compress prices. The yield vs. 10Y UST spread matters for capital allocation.
#4
Estate Tax Exemption
$13.61M/person
MANUAL
Current federal estate tax exemption. Sunsetting to ~$7M in 2026 absent legislation. Most urgent planning deadline for ultra-high-net-worth families.
#5
S&P 500 Valuation (NTM P/E)
21.4x
MANUAL
Forward P/E for S&P 500. Above 20x historically → lower 10-year forward returns. Drives public equity vs. private allocation decisions.
#6
UHNW Real Estate Cap
-12% from peak
MANUAL
Ultra-prime real estate price change from 2022 peaks. Affects residential property collateral values and family wealth concentration.
#7
Art Market Index (YoY)
-8.4%
MANUAL
Art auction market performance. Declining reflects luxury asset class softening. Relevant for portfolio reporting on non-financial asset values.
#8
BDC/Credit Yield Spread
SOFR+550 avg
MANUAL
Business development company average portfolio yield. Income-generating alternative for family office fixed income allocation targeting yield.
Data notes & methodology
About these tiles — the eight values above are reference baselines for the family office seat, drawn from FRED, EIA, BLS, and curated industry sources. The live crypto and FX panels below refresh from public APIs every 60 seconds; KPI values would refresh from their cited sources via a backend proxy in the production deployment.
Aria Intelligence Brief
● Live
Family Office read & analyst summary
Ask Aria for the current read once the relevant desk data has loaded.
Aria explains the indicators, changes, current news and source context shown on this desk,
while keeping the professional responsible for the decision.
Aria explains the indicators, changes, current news and source context shown on this desk,
while keeping the professional responsible for the decision.
Additional market contextOptional · loads only when opened
Top-20 Cap
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24h Volume
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BTC Dominance
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Market Breadth
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Digital asset market context
| # | Asset | Price | 24h | 7d | Mkt Cap | 7d Trend |
|---|---|---|---|---|---|---|
| Fetching live quotes… | ||||||
FX market context
About this desk
Key indicators, overnight industry intelligence, source provenance, and desk-aware analysis in one persistent workspace.
Key indicatorsConfigured · sources shown
Industry newsLive 24h desk feed
AriaExplains this desk's data
NovaAutomatic overnight brief
The ValixData Family Office desk organizes market context for professionals working in wealth & institutions. It separates live market feeds from reference indicators so readers can see what is current, what is a baseline, and which source supports each figure.
The desk focuses on signals including PE NAV Quarterly Mark, Direct Lending Yield (Net), Real Assets (Inf.) Yield, Estate Tax Exemption, and related indicators.
Desk status: Core desk. Reference values are not presented as live production feeds. Source cadence and methodology are documented on the methodology page.
Read data methodology →Family Office is a Core desk.
Core means the profession has an explicit signal configuration. Commercial priority is driven by demand, source readiness and economics.
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