Bringing families, their advisors and their wealth together

One Touch360  •  Total Control  •  Seamless Navigation  •  Dense Cyber Security

A Fully Synchronized Visualization Platform for Wealth Management Firms and Their Clients

Connecting Everyone, Everything, Anytime, Anywhere

Track Everything

Multiple currency, asset and liability classes, along with income, expenses and bill pay with e-signature.

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 Degrees 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

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.

 

Interactive, Elegant Reporting and Navigation

Generate reports across any asset class, investment, entity, or individual.
In-Motion Mapping Diaagrams and Reports: Networth • Transactions • Assets • Trust & Entities