Readiness & Reporting
How prepared is the family, really?
The Readiness Hub scores the family against a 147-item applicability matrix across twelve pillars — from identity and estate to banking continuity and relationship data. Items that don't apply to your family are excluded, so the score reflects your actual situation.
Each gap links to the exact record or document that closes it. The document checklist and gap register turn the abstract question of preparedness into a concrete work list, and reports export cleanly for family meetings and advisor reviews.
Capabilities
147-item framework
A structured applicability matrix scored across 12 pillars.
Applicability-aware scoring
Items that don't apply are excluded — no noise in the score.
Actionable gaps
Every finding links to the record or document that closes it.
Exportable reports
Board-ready output for family meetings and advisors.
Record Types
Explore more capabilities
Family Life
A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.
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.