Financial advisor
See the household beyond the portfolio.
Bring businesses, trusts, property, and family priorities into preparation for the next planning conversation.
Explore the household pictureA family office behind your advice.
Your clients have businesses, property, trusts, and people depending on them. X1 brings that picture into the work you do for them.
AI family-office software for your practice. Start with a prepared review for one important client decision.
One upcoming meeting. No client login required.
Avery householdYour practice
Alex & Morgan · Harbor Works LLC · Avery Family Trust
Meeting notes, operating agreement, and estate summary
Prepared reviewExample
Walk into the next meeting with the whole picture.
Business sale discussion · Prepared for your review
What would the proceeds need to support?
Family spending and plans · Meeting notes
Who owns the interest being sold?
Confirm with counsel · Ownership records
What does the CPA need before estimating tax?
Sale terms and basis · Open question
The work between specialists is part of the service.
A client's business sale may change their tax plan, estate plan, and investment decisions. Each specialist sees a part. Someone still has to bring it together.
X1 is building an AI family office around that whole picture. For your practice, it starts with better preparation: relevant context, source-backed questions, and a clear next conversation.
Arrive prepared.
Bring the meeting notes, household records, and open questions into one review. Spend the conversation on what matters to the client.
Bring in the right judgment.
Prepare a focused question for the CPA, attorney, or insurance professional, with the context they need to answer it.
Carry the answer forward.
Keep confirmed outcomes with the household, so the next review can build on what was settled.
The next meeting should start further ahead.
Once your team records a professional's answer, keep it with the household. The next review can build on what the family and its professionals have already established.
CPA reply · Harbor Works sale
“To estimate the tax, I need the purchase records and the latest sale terms.”
Your team records the request with the household.
Since that conversation, Alex has supplied the purchase records. The sale terms are still outstanding.
Avery household · Next reviewFor your team's review
Pick up where the work left off.
- Purchase records received
- Added by your team for the CPA to review.
- Sale terms still needed
- Confirm who will provide the latest draft and when.
- Tax estimate remains open
- The CPA's request and the received records are together for the next conversation.
Prepared from saved household context. Your team reviews the next steps.
Different expertise. The same household.
Use X1 in your own practice, and bring other professionals into the specific work that needs them. Each person keeps their professional responsibility.
CPA or tax professional
Put the return in the context of the family.
Review the tax material alongside the household's entities and open questions, with sources to check before giving your answer.
Explore tax reviewEstate attorney
Connect the documents to the people they affect.
Prepare a review of estate documents and the questions that need your legal judgment, with relevant household context close at hand.
Explore estate reviewInsurance professional
Review protection in the household's context.
Bring policy details, ownership, and the family's questions together before discussing coverage or a change.
Explore working with source materialStart with the client meeting already on your calendar.
See whether the work is useful on one real household before changing how your practice runs.
Start with one household- 1
Choose the decision.
An upcoming review, a business sale, an inheritance, or an ownership question. Tell us what your team needs to prepare.
- 2
Bring what your team already has.
Use the notes, records, and context your firm is authorized to work with. The first internal case does not require a new client account or CRM migration.
- 3
Review the work together.
Check the sources, refine the questions, and decide what belongs in the client conversation. Your firm approves its client-facing work.
Build from one household to your practice.
Start with an assisted pilot. When you are ready to use X1 across your clients, choose the plan that fits your team.
Advisor Pro
1 professional seat
10 client households
$499/month
Choose Advisor ProTeam
3 professional seats
18 client households
$899/month
Choose TeamPractice
5 professional seats
30 client households
$1,499/month
Choose PracticeAdditional households: $50 per household/month
Additional seats: $149 per seat/month
Family Office households and larger firms
The existing Family Office household add-on is $249 per household/month. Discuss the ongoing coordination and continuity requirements with us before choosing it.
A household invited you?
You do not need a paid practice plan to open shared work.
Your judgment. Your client relationship.
X1 prepares and organizes the work. You decide what it means and what to recommend.
How X1 protects informationWhen a household joins, it controls its record and professional access.
What is X1 for a professional practice?
X1 is AI family-office software for working with complex client households. Start with source-backed review preparation, household context, and work with the family's other professionals. X1 is building toward an office that adapts its ongoing work to each household as circumstances change.
Does my client need to sign up first?
No. Your first internal case can use material your firm already holds and is authorized to use. Your client does not need an X1 login, and a CRM migration is not required. If the household later joins X1, it controls its own record and professional access.
Who reviews the work before a client sees it?
For advisor-led work, your firm reviews and approves its client-facing deliverable. X1 helps prepare the work; your professional judgment remains yours. X1 does not trade, move money, or make legal, tax, investment, or insurance decisions for your clients.
Can I keep my firm's relationship with the client?
Yes. Begin with internal preparation and present the work through your existing client relationship. Firm-branded delivery can identify your firm and disclosures, with X1 identified as the technology provider. An ongoing household account is a separate step when it adds value.
Is invited access the same as a paid practice plan?
No. A household or authorized organization can invite you to shared work without requiring your firm to buy a practice plan. Invited access is limited to what was shared. Practice plans are for preparing and managing work across your own authorized client households.
Is the complete adaptive family office available today?
X1's broader ambition is an office whose work adapts to each family over time. Today, begin with a specific review or client decision and the supported workflows for that case. We will walk through the available capabilities and limits with you before expanding the engagement.