Family Wealth Dashboard
Multi-generational financial tracking for your entire household.
Monitor accounts, goals, and progress for your entire family unit with role-based access — from children learning to save to parents managing retirement.
Connect and view all family accounts in one unified dashboard with privacy controls.
Set shared goals — college funds, vacation homes, legacy trusts — and track progress together.
Give each family member access to the data they need, when they need it.
Visualize wealth transfer plans and estate distribution across generations.
Connect trusts, wills, and beneficiary designations to your living financial picture.
Track 529 plans, custodial accounts, and scholarship goals for every child.
Platform Access Required
Schedule a strategy session with our team to unlock this dashboard.
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