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