One portal for every entity you manage.
Documents, transactions, assets, and obligations for each of your clients, kept strictly separate. Admins, advisors, and viewers each see exactly what their role allows. Nothing more.
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- A workspace per entity, with role-based access for every relationship
- Document storage with one-click signed sharing links
- Transaction ledgers, asset registers, and obligation calendars
- Auditable activity — every member sees who uploaded what
- Tenant isolation enforced at the database, not the application layer
Everything an entity needs in one place.
Built for advisors and operators who work across a portfolio of clients. Switch entities from a single sign-in — your access changes with you.
Documents
Upload, organize, and share files per entity. Signed download links keep distribution traceable, and only admins of an entity can add new documents.
Transactions
A running ledger of income, expenses, and transfers across each entity. Filter by status, date range, or counterparty — export anytime.
Assets & obligations
Track holdings, valuations, loans, leases, and recurring commitments. Stay ahead of due dates with the obligations calendar.
Live overview
A dashboard for each entity surfacing recent activity, asset totals, and net flow over the last 30 days.
Role-based access
Admins manage memberships and uploads. Advisors and viewers read what they’re assigned and nothing else — enforced at the database.
Private by default
Every query is scoped to the entities you belong to. There is no ‘all clients’ query. Forget the where-clause and the database returns nothing.
Made for advisors who manage many.
Family offices, accounting firms, fund administrators, fractional CFOs. Anyone who works across a portfolio of clients and needs each one’s data kept distinct, organized, and auditable.
Each member sees only the entities they belong to. Each role — admin, advisor, viewer — gets exactly the privileges that fit. The boundary isn’t a UI rule; it’s a database rule.
- Family offices managing trusts and operating entities
- Accountants serving a roster of small businesses
- Fund admins coordinating LPs, GPs, and side letters
- Fractional CFOs juggling several startups at once
- Law firms tracking matters across separate clients