X1 ties your planning, tax, estate, and meeting tools to a single household record. Run scenarios, approve what the client sees, send specialist packets, and track follow-through without leaving the review.
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.
Jump captures the meeting. Vanilla models the estate. Holistiplan flags the tax move. eMoney runs the math. None of them runs the recurring household review. X1 does, because every tool's output lands in the same household profile. Keep using the tools you trust. X1 does not replace them.
Operating layer
X1 Review Room
One workspace per recurring review. Holds the household record, every scenario, every approval, every decision.
Meeting capture
Jump, Zocks
Estate analysis
Vanilla, Wealth.com
Tax review
Holistiplan, FP Alpha
Planning math
eMoney, RightCapital
Same household. One review. Every tool's output lands where it belongs.
Documents come in. Scenarios run on the household record. You approve what the client sees. Specialist packets go out. Follow- through stays owned. You hold the whole board, every meeting.
Account data and documents turn into facts about the household, not just numbers on a screen. Every figure links to where it came from with an as-of date. Stale or missing sources show up before the meeting, not during it.
Sell or hold. Cash, note, or earnout. Move states. Gift now or later. Each scenario you save stays attached to this review, not floating in a separate planning tool.
Keep your working notes advisor-only. Approve the version your client opens. Reveal the rest in sequence so the conversation stays on pace.
Specialist packets generate from the same record. Follow-up tasks have owners and due dates. The review does not end at the meeting.
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.
Pull a client's current status, last decision, or packet status into Claude or ChatGPT. Save notes, summaries, or files back to the review without leaving the chat. One household profile, whether you open X1 directly or work through your AI assistant.
Status snapshots, household facts, last review notes, where each number came from, the history of decisions and why.
Draft packets, log updates, save notes back to the review. You still approve before anything is published to the client.
Briefings show up before each review. Follow-up tasks send themselves. Every action is logged.
Built on Anthropic's Model Context Protocol (MCP) so your review work goes wherever you work. Read access on every plan. Save and automate scale with the tier you are on.
One layer above your stack. Practice and Enterprise consolidate the spend you are already making on eMoney, Vanilla starter, and parts of your CRM and meeting tools. Reviews you run in X1 hold their sources, the template version, and the approvals behind them, so the next review starts where the last one ended and your firm reads a defined process when it needs to. Every client still gets X1 Black.
Solo advisor running first Review Rooms
$50/client effective rate
X1 in Claude & ChatGPT
External AI read
Ask, analyze, and brief inside Claude and ChatGPT.
Small team coordinating shared reviews
$50/client effective rate
X1 in Claude & ChatGPT
Read + workflow write
Save artifacts, create packets, and log workflow updates through external AI.
Run every recurring review from one household record. Replaces eMoney + Vanilla starter + parts of CRM and meeting-tool spend.
$50/client effective rate
X1 in Claude & ChatGPT
Automation-ready
Approval-gated recurring briefings and delegated workflow automations.
Firm-wide reviews from one shared household record, with saved sources, template version history, and exportable client summaries
Volume pricing
X1 in Claude & ChatGPT
Custom AI controls
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.
One workspace per recurring client meeting. The annual review, the founder liquidity review, the business-owner review. Each one is a Review Room that holds your scenarios, source documents, working notes, the version your client sees, the tasks that came out of it, and a record of every decision and why. You run it, share it, revisit it, and run it again next quarter.
X1 sits above your AI stack. Meeting capture (Jump, Zocks), estate analysis (Vanilla, Wealth.com), tax review (Holistiplan, FP Alpha), and planning math (eMoney, RightCapital) keep their place. X1 ties their outputs to a single household record so the recurring review is one workflow, not seven disconnected tabs.
Yes. Through Anthropic's Model Context Protocol (MCP), you can pull a client's current status, household facts, last decision, or packet status into Claude or ChatGPT. Read access is on every tier. Save and automate scale with your plan, and you approve anything that gets published to the client before it goes out.
Each Review Room holds the work that produced the answer: the source packet, the template version, the approvals along the way, and the client summary you sent. Your firm reads a defined process for the reviews you ran in X1, not every document your firm holds. The point of the trail is your own leverage. You see what changed, what you decided, and why, the next time you sit down with the client.
No. X1 replaces coordination work, not CPA, attorney, advisor, or investment judgment. It keeps clients and professionals working from the same facts.
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.
The client controls who sees what, and you can see who saw what when. Every access is logged. 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.
Clarity for the household. Confidence for the next move.
