Features

"Engineered for TopTier Advisory firms and their clients"

A Synchronized, Frictionless Platform - Intuitively engineered to “master-the-maze”

Holistic Harmonization - Everyone • Everything • Anytime • Anywhere

A Globally Secure Mobile App With Text Messaging

Two-Factor Authentication • Data Chunking • Obfuscation

Layered, end-to-end, user keyed encryption

A complete view of family wealth

Organize, Store, Track, Collaborate, Activate, Transmit . . . EVERYTHING

Bridge tax and accounting with bill pay and e-signature with ease.
Utilize agile tasking calendars coupled with permissionable file vaults for: legal docs • board minutes • insurances • wellness passports • family albums • family trees • etc..

Checklists and spreadsheets are gone forever!

Family infrastructures coordinated with all enterprise organizational systems

Employ interactive 3-dimensional visualization of entity and ownership structures.
Calibrate with robust net worth and aggregated investment reporting on a multi-currency, multi-lingual, multi-jurisdiction basis.