Manage everything in one secure place - documents, accounts, contacts, assets, properties, and more.
Easy to use, and ready to go to work for your family, without need for custom development.
For any level of complexity, family dynamics - we cover the 'who, what, when, and how'
How it works
Each user controls their information, private network, sharing and permissions autonomously. The experience is optimized for each individual by putting them at the center of the people, information and processes that are relevant to them.
Professional users work from an enterprise platform that seamlessly integrates with both professional and family accounts to strengthen communication and collaboration relevant to their involvement in the affairs of their clients and their families.