Run onboarding, specialist coordination, and document cleanup in one advisor-first workflow. Your workspace for firm operations. Their family office for decisions and outcomes.
Garrett Gunderson is building his VFO on X1. 200+ families already use the member side.
You run firm operations. Clients get a family-office-grade system. Same facts and shared context.
Clear ownership, staged client visibility, safer document cleanup, and pulse context in one place. Packets arrive before reviews — no scramble, no surprises.
Turn decisions into owned next steps with clear due dates and status, so follow-through does not stall after meetings.
Keep work advisor-private until you are ready. Reveal outputs in sequence so clients are not overwhelmed.
Packets arrive before reviews and tax season with traceable numbers — every figure links to the source document.
Track material changes and planning priorities. Missing docs are flagged before the meeting, not during it.
I'm building my virtual family office on X1. It's what I wished existed when I started advising families twenty years ago.
— Garrett Gunderson, Author of Killing Sacred Cows, Founder of Wealth Factory
Garrett's Multiplier program uses X1 to coordinate across insurance, tax, estate, and planning professionals.
Give every client X1 Black and family-office-grade tools. Pay per seat and client, not per feature.
For solo advisors getting started
$50/client effective rate
X1 in Claude & ChatGPT
External AI read
Ask, analyze, and brief inside Claude and ChatGPT.
For growing practices
$50/client effective rate
X1 in Claude & ChatGPT
Read + workflow write
Save artifacts, create packets, and log workflow updates through external AI.
For established firms
$50/client effective rate
X1 in Claude & ChatGPT
Automation-ready
Approval-gated recurring briefings and delegated workflow automations.
For large practices and RIAs
Volume pricing
X1 in Claude & ChatGPT
Custom AI governance
Tailored write and automation controls for larger teams and operating models.
Add clients or seats as you grow. No plan changes required.
$50
per client/mo
$149
per seat/mo
See how much time and money you can save with X1
Packet prep, doc requests, coordination
Value of your time (billable or opportunity cost)
12
144 hours/year
$28,800
$2,400/month
381%
$22,812 net savings
3
You have 10 clients
Summary: With 10 clients, you spend 20 hours/month on admin tasks. X1 saves you 12 hours/month (60% reduction), worth $2,400/month at your rate.
At $499/mo, you net $22,812/year in time savings— a 381% ROI.
Receiving packets from another advisor? Start free as a Network Partner, then upgrade when you're ready for your own clients.
Every advisor tier includes X1 Black for client households. Premium household external AI write starts with append-only notes save-back; broader workflow mutation stays in advisor tiers.
No. X1 is a planning and coordination layer. It helps clients and professionals work from the same information without replacing anyone's judgment.
Clients see their family office system: a living financial picture, governance tools, and planning outputs. You run the advisor workspace and control staged visibility for what gets shared and when.
Sharing is explicit and client‑controlled. Every access is logged with a full audit trail. Data is encrypted in transit and at rest.
You can create first value in one session: send the 10‑minute governance brief and request key documents. Deeper setup is optional.
Start in your advisor workspace, create the client record, then either provision their family office system or send the 10‑minute governance brief first.
Cleanup actions use explicit confirmation and undo safeguards, so your team can keep the vault current without risky one-click deletion behavior.
Start with intake and we will align your rollout path, first client cohort, and operating priorities in one flow.
Start with Advisor Pro, Team, or Practice based on seat/client count. Adjust later as your book grows.
We score fit and return a tailored demo + rollout recommendation tied to your stated objective.
Book a 15-minute intro, align onboarding scope, and start with a first client cohort.
Not ready to apply? Send a client the 10-minute governance brief and see how they respond.
Multiply your potential, exponentially.
