Diamond Annual Subscription

  • Sale
  • Regular price $5,799.00


Organize and share generational wealth portfolios with family office stakeholders and providers.


iOS and Android 
Yes

Users 

20

Properties

5

Assets

Unlimited


Calendar & Events 


Unlimited

Files & Images 


Unlimited

Workflows


Unlimited

Workflow Library

Included

In App Services 

Additional Fee per service 


User Management

 Yes


Data Permissions

 Yes

Storage


Unlimited

Share Capabilities

Yes

QR Code Tracking

Yes

Reporting

Dashboards

Secure by Default 

Yes


Onboarding (Administrator)



Digital Tutorial 


Knowledge Base


FAQ's

Support Web/Email/Phone