Bringing families, their advisors and their wealth together

One Touch360    Total Control    Seamless Navigation    Dense Cyber Security

 

 

A Scalable Visualization Platform

Connecting Everyone & Everything

Track Complex Ownership Structures and Assets

From all entities and trusts, watches to Warhol's, to equipment, to retirement accounts: Track every asset, liability and investment and convert to mapping graphics on-the-fly.

Track Everything

Multiple currency, asset and liability classes, along with income, expenses and bill pay

Visualize Structure and Organization

Consolidated view of all entities, trusts and other assets with robust reporting and in-motion mapping diagrams

Attach Anything

Assets, Liabilities, Contacts, Calendar Dates, Documents, Notes, and more

Mobile Focused

Your Dashboard goes where you go. 360 overviews of total net worth, transactions, documents, contacts, and important dates. 

Secure, Web Based Access

• Touch ID & 2-factor authentication

• Encrypted data, from end to end.

• Monitored for irregularities in traffic

 

 

 

Interactive, Elegant Reporting and Navigation

 

Generate reports across any asset class, investment, entity, or individual.
Net Worth Reports • Transaction and Asset Reports • Trust & Entity Reports