Enter who owns what and how, in seconds.
View ownership from any perspective; that of a natural person, legal person, asset or liability.
Net wealth and P&L
Track what any person, asset or liability is worth and if the value has increased or decreased over time.
Calculate net wealth and P&L in/excluding specific assets/liabilities.
Intuitively document how all legal entities, assets, and liabilities are connected, and what role contacts play.
Document key contacts per asset/liability/person (e.g. board members, family members etc.).
Record connections between assets (e.g. link houses to mortgages, artworks to locations etc.).
Store files where they belong (e.g. shareholder agreements alongside the companies they are for).
Easily amend and filter information via our intuitive list view.
Segregate information into multiple vaults.
Grant edit access to team members and read-only access to key stakeholders for each vault separately.