Finances & Wealth

Accounts, investments, liabilities and cash flow

The Finances section consolidates every financial position the family holds: bank accounts and cards across jurisdictions, brokerage accounts and investments, loans owed and loans given, cash in hand and digital assets — all in their native currencies, all rolled up to the family balance sheet.

Cash Flow projects recurring income and outgoings — rent received, mortgage payments, utilities, subscriptions and contracts — into a forward view of liquidity, converted to your base currency.

Valuation Review turns mark-to-market from a chore into a process: structured review sessions walk through stale valuations class by class and record authoritative before/after portfolio totals.

Finances overview with accounts, investments and liabilities
Sample data — Finances overview with accounts, investments and liabilities

Gallery

Forward cash-flow projection from recurring records
Forward cash-flow projection from recurring records
Structured valuation review sessions
Structured valuation review sessions

Capabilities

  • Every account in one place

    Bank accounts, credit and debit cards across all banks and countries.

  • Investments & brokerage

    Portfolios, holdings and valuations with staleness tracking.

  • Liabilities both ways

    Loans owed and loans given (receivables), each with terms and schedules.

  • Cash-flow projection

    Recurring income and costs projected forward, FX-converted.

  • Digital assets

    Crypto and other digital holdings alongside traditional wealth.

  • Valuation sessions

    Batch mark-to-market reviews with authoritative portfolio totals.

Record Types

Bank accountCredit cardDebit cardInvestmentBrokerage accountLoan or liabilityLoan given (receivable)Cash in handDigital assetOther asset

Explore more capabilities

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.