Your WealthEngineeringTM Dashboard

The Ultimate Family Office Platform

Digital Synchronization • Harmonized Communication

Family Offices • Wealth Management Firms • Law and Accounting Firms

Insurance Professionals • Investment Advisors

Bringing families, their advisors and their wealth together

One Touch360    Total Control    Seamless Navigation




Available on Desktop and Mobile


Your Dashboard has native iOS and Android apps to let you manage your data wherever you may be.


Interactive, Elegant Reporting


Within seconds, it’s possible to generate reports across any asset class, investment, entity, or individual. These reports can be downloaded, shared, or saved for future use.

Net Worth Report • Detailed Transaction Report
Asset Report • Trust & Entity Report


Connecting Everyone & Everything

Track Everything

Multiple asset and liability classes, along with income and expenses

Visualize Everything

Consolidated view of your entire portfolio with robust reports

Attach Anything

Assets, Liabilities, Documents, Contacts, Calendar Dates, Notes, and more

Communicate with Everyone

Cloud-based platform facilitates communication and efficiency

Privacy control at your fingertips

• Touch ID & 2-factor authentication

• HIPAA-certified AWS server

• Encrypted data, from end to end.

• Monitored for irregularities in traffic

Mobile Focused

Your Dashboard goes where you go. Easily and quickly get an overview of total net worth, recent transactions, documents and contacts, and important upcoming dates.


Track Assets, Liabilities, & Investments

From watches to Warhols, REITs to retirement accounts: Track every asset, liability and investment in a portfolio.