Staff & Advisors
The people who run and advise the family office
Staff & Advisors keeps the office's human infrastructure organized: staff members with roles, employment details and leave records, and the external advisors — wealth managers, counsel, accountants — with their firms and specialties.
Each person can be linked to the records they touch, and staff can be given their own platform access with a role scoped to exactly what their work requires.
Capabilities
Staff records
Roles, employment details and leave tracking.
Advisor directory
External advisors with firms, specialties and contacts.
Scoped platform access
Staff and advisors get roles limited to their work.
Record Types
Explore more capabilities
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.
Family Directory & Tree
Rich member profiles, an interactive multi-generational family tree and a formal Family Council with meetings, resolutions and action items.