Your entire financial life, in one place you own.
Vault, net worth, beneficiaries, estate docs, goals — organized in one secure command center. Share pillar-by-pillar with your advisor, CPA, attorney, and family. Yours, forever.
Sound familiar?
Your financial life is scattered everywhere.
Six portals. Three advisors. A filing cabinet. A folder on your laptop. Your spouse's memory. Nobody — including you — sees the whole picture.
Important documents you can't find when it matters
Filling out the same intake form, four times a year
Beneficiaries you haven't checked since the wedding
Three pros who never talk to each other
What changes
One place. One source of truth. On your terms.
The vault
Statements, deeds, trusts, insurance, IDs — encrypted, versioned, and findable. The folder on your laptop, but bulletproof.
Net worth, live
Plaid-linked balances and manual assets in one balance sheet. See the actual number, not last quarter's PDF.
Beneficiaries & estate
Who gets what, mapped against your actual documents. Drift alerts when something stops matching.
Share pillar-by-pillar
Grant your CPA the tax pillar, your attorney the estate pillar, your advisor the investments. Revoke any time.
Life-event aware
Marriage, birth, business sale — the system updates the right pros so nothing slips between meetings.
Fact finders that listen
Guided discovery captures your why — not just numbers. Your team finally has the context they were missing.
Your triad
Your advisor, tax pro, and attorney — finally on the same page.
Update your life once. Each pro sees only the pillars you choose to share, the moment they change. No more re-sending the same PDF three times.
Financial Advisor
Sees net worth, goals, risk — quarterbacks the plan.
Tax Professional
Sees income, entities, est. payments — closes filings faster.
Estate Attorney
Sees beneficiaries, trusts, deeds — keeps the plan aligned.
You stay in control
Your data. Your rules. Always.
AES-256 + TLS 1.3
Bank-grade encryption at rest and in transit. SOC 2 aligned.
Pillar-level grants
Show the tax pillar to your CPA, hide everything else. Per-pro, per-section.
Time-boxed access
Grants can auto-expire after the meeting, the season, or a date you set.
Export anytime
Full data export in clean formats. You're never locked in.
“For the first time, I can see everything we own, everywhere we owe, and what my family would need if something happened to me — on one screen. My advisor, CPA, and attorney all see the same thing. I stopped re-sending PDFs months ago.”
Start today
Build your command center in under five minutes.
Free forever for clients. No credit card. Bring your pros — or find them once you're in.