Features

Networth

A single, family-centric dashboard that brings together everything you own and owe.

PULSE

Instantly see how your family is doing financially with an easy-to-understand score.

INTEL

Your intelligent assistant to simplify financial jargon, compare options, and brainstorm investment ideas.

GOAL

Plan and track life goals together —  from education to dream home to that retirement.

VAULT

Store, organize, and access important family documents safely, anytime.

LEGACY

Tools to prepare wills, trusts, and a smooth transfer of wealth across generations.