Personal Records
Identity, immigration, health, education and career
Personal Records is the single home for every member's life documents: identity papers, residency permits, citizenships, visas and tax residencies — each with issue and expiry dates that feed the alerts engine so nothing lapses unnoticed.
Health records keep physicians, medical reports and conditions organized per member. Education and employment histories complete the picture, so a member's full story is available to the people who need it — and only to them.
For global families, the immigration section tracks visa types by country with country-aware document requirements, and tax-residency records drive the tax filing obligations engine automatically.
Capabilities
Identity & immigration
Passports, national IDs, residencies, citizenships and visas with expiry alerts.
Tax residencies
Per-country tax residency records that drive filing obligations automatically.
Medical records
Physicians, reports and conditions organized per family member.
Education & employment
Complete schooling and career histories for every member.
Owner-scoped privacy
Family members see their own records; broader access is role-gated.
Record Types
Explore more capabilities
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.