Financial wellness with 3 distinct plans to choose from.
Aggregate all assets from anywhere in the world, using AI.
Combine asset aggregation and legacy planning with a secure, anonymised digital vault.
Asset aggregation and legacy planning enabled by a human concierge.
Financial wellness with 3 distinct plans to choose from.
Aggregate all assets from anywhere in the world, using AI.
Combine asset aggregation and legacy planning with a secure, anonymised digital vault.
Asset aggregation and legacy planning enabled by a human concierge.
Designed for financial advisors, employers, and legacy planning professionals, our enterprise solution provides tailored financial well-being tools to fit your organization’s needs.
Access to the app will be available until 31st July 2025. If you have any data or content stored with us, you can download the PDF summary, detailed excel and a zip file of all documents. All data will be deleted permanently on 1st of August. If you have an active subscription, a refund will be made to your card in due course.
Thank you note from the founders.
For support during this transition, reach us at [email protected]