Real-time balance sheet.
Clear gaps. Total clarity. Your full picture — accounts, debts, properties, insurance, and entities — assembled from linked accounts and Vault uploads, refreshed continuously.
Live balances
Cash, investment, and credit balances streaming from your connected institutions.
Automated Net Worth
Sync Your Wealth Instantly.
We recommend using both Plaid Sync and Statement Upload so your Financial Advisor can see deep investment holdings, cost basis, and performance details — beyond just a live balance.
Plaid Sync — Live Balances
Plaid links to thousands of institutions including Fidelity, Vanguard, Equitable, Schwab, and virtually every major bank, brokerage, and 401(k) custodian. One secure sync delivers live balances to your Financial Advisor.
Bulk Statement Upload
Drop PDFs or images of any statement. Your Tax Professional and Financial Advisor will review for strategic opportunities like Defined Benefit Plans, asset consolidation, and cost-segregation candidates.
Drag & drop statements here
or click to browse — PDF, PNG, JPG
Bucketed breakdown
See concentration risk and diversification across asset classes at a glance.
Hybrid ledger
Plaid-verified accounts merged with statement uploads from your Vault — no double counting.
Net Worth & Exposure
Hybrid Ledger
Total Wealth
$0
At-Risk Exposure
$0
Assets with no trust / entity protection or AI-flagged misalignment.
Asset Ledger
0 declared · Plaid not linkedWealth waterfall
From gross assets to true net worth — every line item explained.
This balance sheet feeds every recommendation.
Updates flow into your Strategy Maps, beneficiary checks, and advisor recommendations automatically — so the entire team sees the same truth.