Choose a monthly plan that includes everything your family office needs right now, and upgrade only when you need to. No contracts. Unlimited support.
User accounts are for your team to access the platform. Example: 3 team members will need 3 user accounts.
1
3
Unlimited
Clients
Client accounts are for your clients to access the platform. Perfect if you run a multi-family office or advise multiple clients. Example: 1 client/family requires 1 client account.
Unlimited
Unlimited
Unlimited
Unlimited support
Ask for as much help as you need, and we'll complete one request at a time.
Support response
How fast we respond to support queries.
48 hours
48 hours
48 hours
Help docs
Help docs to help you solve simple issues, and answer common questions.
Email & ticket support
Easily ask for assistance via our support centre.
Features
Website
Responsive, SEO-optimised website for your family office.
NFC Business Cards (costs apply)
Make better connections with digital business cards. £3 /month per card
Onboarding
Rapidly onboard new clients.
CRM
Manage your clients and contacts.
Portfolio Management
Aggregate and manage assets for each client.
Client Portals
Secure, branded portals for your clients.
Reporting
Beautiful, branded reports for your clients.
Billing & Invoicing
Simple client invoicing with fee calculations.
Soon
Soon
Soon
Document Vaults
Securely store and share documents with clients.
Visual structures
Easily visualise ownership structures.
Soon
Soon
Soon
Communications
Communicate with clients directly within your dashboard.
Soon
Soon
Soon
Data & User access
Encrypted data
Data silos for each client
Multi-factor authentication
SSO/SAML authentication
Asset aggregation
Data Import
Effortlessly import data from spreadsheets or CSV files.
Manual
Perfect for real estate, collectibles, vehicles, watches, jewelry, wine, and alternative investments.
Crypto
Add cryptocurrency holdings and keep prices and values updated automatically. Example: Bitcoin (BTC), Ether (ETH).
Stocks
Add stocks and share holdings and keep prices and values updated automatically. Example: Tesla (TSLA), Microsoft (MSFT)
Commodities
Add holdings in goods traded in global markets and keep prices and values updated automatically. Example: gold, oil, gas.
Protection
Include insurance and protection products for a more complete view of your finances.
Liabilities
Financial obligations that need to be factored into your estate planning. Example: loans, mortgages & owed obligations.
Banking Integrations
Integrate banking data feeds directly into each client account. We'll keep these synchronise automatically saving your hours of work.
Soon
Soon
Soon
Website
Template Selection
Pixel-perfect templates designed, developed and continuously optimised for performance and conversion.
Homepage
Expertly-designed and built, our landing page templates are as good as it gets.
