Family Wealth View
The whole family's investments, in one app.
Details
- Consolidated view across family members and folios
- Joint account and HNI portfolio visibility
- Single login for the full household picture
- Simplifies conversations around family financial planning
Clients see their entire family portfolio in one place — every member, every folio, joint holdings, and HNI accounts — mapped together. Built for families managing wealth across generations, from one login.
One app for the whole family's financial picture.