Questions and Answers

"One Single Interface - Point and Click Simplicity"

Dynamic information and document organization?

This intuitive system employs checklists and predefined categories to save you valuable time when entering and retrieving information.

Desire easy onboarding?

Guided checklists prompt you to information or files. Wizards ask questions that personalize to fit your family ecosystem.

Need help organizing?

Managing information is a team sport. As "collaborators" family members and trusted advisors can be granted access to any or all of the secure information, while encrypted messaging and notifications keeps everyone up-to-date with changes.

Wish to access all information on-the-fly?

The companion mobile app allows for secure access on any device. Want to scan a sensitive document with the built-in mobile scanner? Forget an important password? The dashboard provides access to all.

Concerned about security?

No matter what device, multiple layers of patented privacy and security protocols constantly monitor and safeguard your data. No need to choose between convenience and security.

What about client data ownership?

Clients own their information and they control who sees their information - period. At any point, they can delete or transfer any or all of their stored information.

Your Boutique Multi-Family Office Platform

One-Touch360 Mobile Control • Seamless Navigation • Encased In A Dense Cyber Privacy Shield