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 |