A live picture of the family's financial world, cash, spending, performance, and net worth, designed for daily use.
Build the views your office actually uses,
with no code and no consultants.
Every widget reads from the ledger in real time,
so the picture is never stale.
Assets, liabilities, and holdings across all entities,
rolled into one number.
Click any figure to see the entities, accounts,
and transactions behind it.
Principals, accountants, and advisors each see
a dashboard built for their role.
Flip between one entity, a branch of the family,
or the full structure.
Watch cash, spend,
and performance move over time,
not just at close.
Share a live view with those who need to know,
permissions decide who sees what.
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