Your advisor, tax pro, and estate attorney — finally on the same page.
One secure command center for your whole financial life. Update once — every pro on your team sees the same source of truth, the moment it changes.
Choose your path
Built for both sides of the table.
See exactly what WealthScan looks like for you.
Your financial life, finally organized.
Vault, net worth, beneficiaries, goals — one place you own. Share pillar-by-pillar with the pros you trust. Free forever.
Explore for clientsRun discovery in 30 minutes. Coordinate the whole triad.
Clients arrive prepared. The other pros on the case work from the same truth. $199/mo for the Founding 50.
Explore for prosThe idea in 60 seconds
One vault. One truth. One triad.
Build the vault
A guided 5-minute setup puts your net worth, documents, beneficiaries, and goals on one screen — yours, encrypted, exportable.
Grant pillar-by-pillar
Share the tax pillar with your CPA, estate with your attorney, investments with your advisor. Revoke anytime.
Everyone stays aligned
Life events, drift, and updates flow to the right pro automatically. No more 'send me that PDF again.'
Tour the consoles
Step inside as any persona.
Click into the real product — fully populated, no signup, no setup.
Ready when you are.
Five minutes to set up. Free forever for clients. Founding 50 lifetime rate for pros.
Clients always free · Pros from $199/mo (Founding 50)