Nested Portfolios
Create separate portfolios to organize assets based on entity and ownership, and track their own individual net worth.
Link these individual portfolios allowing for a unified view of their overall net worth and other comprehensive reports.
Learn moreCollaborate with your team
Collaborate effortlessly with your family, assistant, advisor, clients, accountant, or anyone you trust by sharing your portfolios.
With granular access control, you have the power to decide the level of access: grant full control to operate on your behalf, or limit the access to specific portfolios. You are always in control.