See your full net worth in one place
Store important financial and legal documents
Share with family members and professionals
See your family’s finances in one place
- Get a complete view of your full net worth including assets and liabilities.
- See your cash flow and transactions together.
- Simplify your family’s financial life.
Store important financial and legal documents in our secure vault
- Upload documents such as your will, power of attorney and insurance policies.
- Keep a record of your family’s medical history, passwords, etc. in one place.
- Get your family prepared in case something happens to you.
Share between family members and professional contacts
- Share your financial information with the family members who need it most.
- Choose which parts of your finances to share with your financial professionals.
- Get everyone involved in your finances on the same page.
