A Virtual Dashboard designed to Surround the Ecosystems of Families and Businesses

Bringing families, their advisors and their wealth together

One-Touch360 Mobile Control  •  Seamless Navigation  •  Encased In Dense Cyber Security

A Synchronized Dashboard for Wealth Advisory Firms and Their Clients

Seamlessly Harmonizing Everyone, Everything, Anytime, Anywhere

Store, Track, Communicate, Activate, Deliver - Everything

General ledger accounting with bill pay and e-signature. Interactive tasking calendars with permissioned document vaults for legal docs, all insurances, health profiles, family albums, etc.

Visualized Structure and Organization Workspaces

Consolidated views of ownership, net worth, entities, trusts and investment assets with robust reporting and graphical mapping on a multi-currency, multi-lingual, multi-jurisdiction basis.

Secure, Web Based Access

Touch ID & 2-factor authentication • End-to-end encryption • Continuously monitored traffic irregularities • Secure text messaging

Interactive, Elegant Reporting and Navigation

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