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|
Multiple asset and liability classes, along with income and expenses
Consolidated view of your entire portfolio with robust reports
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
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.