"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
Built-In point and shoot mobile scanner
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.