Bank accounts, cards, brokerage and investment portfolios, loans, digital assets and cash — plus cash-flow projection and structured valuation reviews.
Finances overview with accounts, investments and liabilities
How it works
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.
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.
FamVault