Dashboard & Net Worth
The whole family balance sheet on one screen
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.
Gallery
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.
Record Types
Explore more capabilities
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.