For advisory firms

One ledger for every client's succession.

Every asset, every liability, every nominee — for every client on your book. Meeting-ready reports in a click. Built for RIAs, CAs, MFDs, and family-office advisors.

Multi-client dashboard

See the whole book at a glance.

Net worth, pending actions, upcoming FD maturities, nominee gaps — one dense view across every client. Filter, sort, act.

Meeting-ready reports

Annual Reckoning + Tax Snapshot per client.

Generate a printable one-pager or a full succession document for any client, in seconds. Ready for the client conversation, ready for their family.

Succession-led

The map that outlives the person.

Nominee tracking, sealed instructions, emergency-access custodians — the succession layer that turns a portfolio into a plan a family can act on.

Get pilot access

Early access is free while we shape the product with pilot firms.