Dashboard & Net Worth

The whole family balance sheet on one screen

A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.

Family office dashboard with net worth, compliance score and attention items

How it works

The dashboard consolidates every account, property, vehicle, investment and entity into a single net-worth figure, converted into your family's base currency with live FX rates. A one-click currency toggle re-states the entire board in USD, EUR, GBP, INR, SGD and more.

Alongside net worth, the board tracks a compliance score, estate readiness across family members, valuation freshness for every asset, and an insights panel that surfaces overdue obligations, upcoming expiries and estate gaps before they become problems.

The Today view is a command center of everything that needs attention now — expiring documents, upcoming filings, open approvals and stale valuations — so the day starts with a clear list instead of a search.

Capabilities

Multi-currency net worth
Every value converted to your base currency with live FX; switch display currency in one click.
Daily net-worth history
Automatic daily snapshots build trend lines for the family, each member and each entity.
Compliance & readiness scores
A live score for compliance standing and estate readiness across all family members.
Valuation freshness tracking
See which assets are fresh, aging or stale, and run structured valuation review sessions.
Attention items
Overdue obligations, expiring documents and estate gaps surfaced automatically.
Board report export
Export the full dashboard as a board-ready report.

More features

Dashboard & Net Worth — A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.
Family Directory & Tree — Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.
Personal Records — Passports, visas, residencies, citizenships, tax residencies, medical, education and employment records for every member — with expiry tracking.
Finances & Wealth — Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.
Real Estate — Properties with tenants, rental income, mortgages, maintenance, utilities, compliance documents, financing, insurance and valuations — a complete suite per property.
Vehicles — The family fleet with registration records, insurance policies and complete service and maintenance histories per vehicle.
Entities & Trusts — The corporate side of the family: registrations, stakeholders, share classes, board governance, statutory filings, licenses and an interactive org structure.
Legal & Incidents — Legal matters and counsel contacts alongside an incident log and event register, so the record is complete when it matters.
Compliance & Tax — Compliance obligations with renewal tracking, a tax document vault, filing calendars per jurisdiction and an engine that derives who must file where.
Estate Planning — Estate plans and beneficiary designations per member, with a readiness score that shows exactly who is covered and who is exposed.
Insurance & Coverage — Personal, property, vehicle and company insurance in one view — with a coverage-gap analysis that shows what is uninsured or underinsured.
Tasks, Alerts & Approvals — Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.
Document Vault & Data Rooms — A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.
Readiness & Reporting — A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.
Family Life — A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
Staff & Advisors — Staff records with leave tracking and an advisor directory covering wealth managers, lawyers, accountants and consultants.
Security & Access Control — Role-based access across 13 roles, app-enforced 2FA with passkeys, full client isolation and an audit log of every change.

Dashboard & Net Worth

How it works

Capabilities

Multi-currency net worth

Daily net-worth history

Compliance & readiness scores

Valuation freshness tracking

Attention items

Board report export