One household review

See the whole household before the meeting. Keep the work moving after it.

X1 builds a cited family-office review from household-controlled accounts and documents, gets the client's approval, and carries each confirmed outcome into the next review.

Run one household review See what you receive

One assisted pilot for a qualified independent practice. A household-shared review is always free to receive.

Source-backed

Every important fact points back to its evidence.

Client-approved

Nothing is shared until the household confirms the material and recipient.

Outcome carried forward

The result becomes context for the next household review.

What arrives in the room

The meeting starts with the questions that usually take weeks to find.

The review is illustrative, not a screenshot or a substitute for professional judgment. It shows the product contract: sources, conflicts, approval, handoff, and outcome.

Whole picture assembled

Illustrative documents brought into one clear picture

Documents connected

Brokerage statement
Custodian · Document 1
Tax return
CPA · Document 2
Estate plan
Attorney · Document 3
Operating agreement
Business · Document 4
Insurance policy
Carrier · Document 5
Property record
Household · Document 6

One next move, with the reason clearly shown

Resolve the ownership mismatch before the next major transaction.

The business agreement and estate documents describe ownership differently. X1 flags the conflict and gathers the relevant pages so you, your advisor, and your estate attorney can resolve it together.

What happens if you approve

X1 will prepare a brief for the named advisor and estate attorney. Nothing is sent until the household confirms the recipients.

Your approval is required

You decide
Nothing moves without approval
The right professional acts
Only the approved material is shared
X1 keeps the answer
You do not have to start over next time

The advisor advantage

Better preparation is visible to the household.

X1 is designed to help an advisor demonstrate whole-family understanding without turning another meeting into weeks of collection and manual coordination.

01
Demonstrate whole-family understanding
Lead with the entities, obligations, conflicts, and open decisions that usually sit outside the portfolio conversation.
02
Start from cited context
See which account, document, or prior decision supports each important fact before it enters the meeting.
03
Keep the follow-through attached
The approval, professional response, and confirmed outcome stay with the household for the next review.

Your existing stack

The tools you trust keep their jobs.

Meeting capture and notes
Financial planning and scenario math
Tax and estate analysis
CRM, custodian, and portfolio systems

The missing operating layer

X1 closes the space between them.

01Assembles the household context
02Shows the sources and open questions
03Gets the household's approval
04Carries the outcome into what happens next

Built in practice

“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

Current operating proof

Garrett's Multiplier program uses X1 across insurance, tax, estate, and planning relationships. This is evidence of real use, not a claim that the advisor acquisition loop is already repeatable.

Proof without overclaiming

Authority stays legible

X1 coordinates the work. People remain accountable.

Read the trust model

The household controls the record

Payment does not transfer ownership. The household decides what is shared and with whom.

The advisor keeps professional judgment

X1 prepares evidence and coordination. The licensed professional remains responsible for advice.

X1 does not move the money

X1 does not trade, transfer funds, or execute legal, tax, or investment judgment.

The smallest honest test

Use X1 once before deciding whether to roll it out.

Qualified independent practices can run one assisted household review. No firm-wide integration and no obligation to buy before you see the result in a real meeting.

Run one household review

01
Choose one real household
Start with an upcoming review, prospect meeting, liquidity event, inheritance, or ownership question.
02
Build the review with X1
The household provides the accounts and documents. X1 helps assemble the cited review without a CRM migration.
03
Use it in the meeting
The household approves what is shared. You bring the professional judgment and decide whether the process is worth repeating.

Pricing after first use

Firms pay when they want to repeat the review.

Receiving a household-shared review is free. Firm plans add recurring reviews, provisioning, team workflows, and controls across the book.

Advisor Pro

$499/month

Team: 1 advisor
Included: 10 active households

Team

$899/month

Team: 3 seats
Included: 18 active households

Practice

$1,499/month

Team: 5 seats
Included: 30 active households

Additional active households are $50 per household per month. Larger practices can request volume pricing and firm-specific controls.

Straight answers

Before you try it.

Does an advisor have to buy X1 to receive a review?

No. An advisor can receive a scoped review shared by a household at no charge. A firm pays when it wants to repeat the process, provision households, involve a team, or apply firm controls.

Does X1 replace my planning, tax, estate, or meeting tools?

No. Those tools keep their jobs. X1 connects their outputs to the household's source-backed context, approval, professional handoff, and confirmed outcome.

Who owns the household information?

The household controls its X1 record and decides what is shared. The advisor retains the client relationship and professional judgment. Payment does not transfer ownership of the household record.

What can X1 act on?

X1 prepares, proposes, coordinates, and records approved work. It does not trade, move money, or execute legal, tax, or investment judgment. Consequential changes require accountable human confirmation.

Who is the assisted pilot for?

The first fit is an independent RIA or practice where a founder or CCO can approve one bounded household review. Broker-dealer supervision or other firm requirements still apply.

Start with one household

See the review in a real meeting before you make a platform decision.