Family Life
The calendar, travel, lifestyle and family knowledge
The Family Calendar brings birthdays, renewals, filings, meetings and travel into one shared view drawn from records across the platform.
Travel & Experiences keeps trip records with destinations and dates. Lifestyle tracks the family's subscriptions and memberships — with costs feeding cash flow and renewals feeding alerts.
The Knowledge Base preserves institutional knowledge: household procedures, emergency contacts, property manuals and the practical wisdom that usually lives in one person's head.
Gallery
Capabilities
Unified calendar
Dates from every record type in one shared view.
Travel records
Trips, destinations and dates per member.
Subscriptions & memberships
Recurring commitments with cost and renewal tracking.
Knowledge base
Household procedures and family knowledge, preserved.
Record Types
Explore more capabilities
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
A live, multi-currency net-worth dashboard with compliance score, estate readiness and the items that need attention today.