Give your families an app in your name
Your families ask about their wealth and get answers from their own records, with the source attached. You decide what each member sees, and nothing reaches them without your review.
What your families can do
Ask
Ask about their own wealth in plain words and get answers from their records, with the source attached.
Receive
Find the reports and documents you publish, in one place, in your name.
Request
Send a request to your team, from a document to a meeting, and see where it stands.
Approve
Review what you propose, with the reasoning in plain words, and give their consent.
Built for the way you serve families
In your name, not ours
Your logo, your colors and your domain. Your families see your firm, with your advisors’ names on every handoff.
Access follows the family
Each member sees only the entities that are theirs, following the family’s structure. You confirm it before anyone is invited.
You stay in charge
Answers wait for your review, or go straight through when they are facts from the records. Your call, family by family. It never trades, moves money or gives advice you have not approved.
Every conversation on the record
Every question, answer and request is kept as a firm record, ready for your compliance team.