Organized around people
Give each person a clear place for their own taxable, retirement, and other financial portfolios.
For families
Financial portfolio management for families.
Connect each person to the portfolios they own, preserve individual detail, and understand the aggregate investment picture for your family.
Built for your scope
A financial portfolio workspace for families.
The product uses a family-level structure internally so every person, portfolio, and holding stays connected. You can work with one person at a time while retaining a complete view of the family’s combined portfolios.
Individual and family views
Review one person in detail or move up to aggregate statistics for the entire family without rebuilding the analysis.
A structure that can grow
Keep the same organization as portfolios multiply, family members change, and the financial picture becomes more complex.
One connected workflow
Move from holdings to the complete financial picture.
01
Organize people
Create a clear record for each person whose financial portfolios are part of the family picture.
02
Preserve ownership
Keep every person’s portfolios and holdings distinct rather than blending ownership together.
03
Review every level
Move between individual and family aggregate statistics while keeping the underlying portfolio detail connected.
Pro plan
Choose the scope that fits your portfolio management.
Pro includes one family with unlimited individuals, portfolios, investments, and model portfolios for $34.99 USD per month after the 10-day trial.