An interactive, real-time view of all assets
The Global Wealth Map solves the pains of siloed records and undocumented holdings.
“Visually, from a user interface perspective, this is by far the easiest platform to add assets and to see our family mapping.”
— Dan Forman, CIO, Jefferson River Capital (SFO)
Key features
Global Wealth Map
A powerful visual-entity mapping tool that provides 360° transparency into all entities, assets, documents, and relationships, it solves the traditional pains of siloed wealth records and undocumented holdings.
Maps and manages entire family wealth structure
Visualizes total net worth and instantly reveals every detailed component
Displays how all family legal entities and assets fit together
Accurately records and reports ownership of assets and entities
Encrypted at
rest and in-transitEstablishes a single source of truth for the family members and advisors
Digital vaults securely store and monitor data, documents, and contacts
Clarity of ownership
A proprietary digital wealth vault that provides clarity across assets and ownership structures, solving the pains of siloed wealth records and undocumented holdings. Users can see all ownership levels of an asset or entity, plus store documents and contacts directly to an asset or entity.
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Single source of truth
Puts all legal entities and assets in a single, intuitive point of view for family members, wealth managers and advisors. Allows custom permissioning of users (e.g. external professionals, younger family) so they can view only specifically selected entities, assets, etc.
Holistic, interactive insights
Set up the entire wealth structure and store all important information, then interact through visualization that brings a family wealth structure to life. The interactive user experience easily and instantly delivers insights into all entities, assets, documents, and relationships.
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All asset types
Allows for enhanced decision-making through a real-time view into all assets, both liquid and illiquid, regardless of size or complexity.
Granular-level reporting
Dive deeper and report on the entire estate at a granular level - across companies, trusts, groups or individuals, and asset classes and geographies.
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