Your workspace for firm operations. Their virtual family office for decisions, documents, and outcomes. One system, shared context.
We'll show you the two-mode system and answer questions. No pitch deck, no pressure.
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, shared context.
Decision support
A clean pilot plan keeps onboarding fast and predictable.
You know that email you send every quarter asking for updated statements? That's gone. Clients keep their finances current, and you see changes as they happen.
Packets arrive before reviews and tax season—automatically. Every number traces back to its source document, so you never ask "where did this come from?"
Governance and legacy outputs become living inputs—not PDFs that vanish after onboarding.
Capture alternative assets and multi‑entity context without turning planning into a scavenger hunt.
Your clients keep their CPA, attorney, and insurance advisor. X1 gets everyone working from the same facts—without the email chains.
Clients decide what gets shared. Every share is logged, traceable, and encrypted.
"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 a team of financial pros—insurance, tax, estate, and more.
Garrett is launching his own virtual family office—built entirely on X1's advisor platform.
His team uses X1 to coordinate work across insurance, tax, estate, and holistic planning.
Founders, business owners, and high‑income professionals already use X1 for their own financial picture.
When you set up a client, they get the same system—connected to your workspace.
Give every client X1 Black and family-office-grade tools. Pay per seat + clients, not per feature.
For solo advisors getting started
$50/client effective rate
For growing practices
$50/client effective rate
For established firms
$50/client effective rate
For large practices and RIAs
Volume pricing
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—upgrade when you're ready for your own clients.
No. X1 is a planning and coordination layer. It helps clients and professionals work from the same information without replacing anyone's judgment.
You can set up a client with their own family office system or send them a 10‑minute governance brief to start. Clients control what they share, and you see the results in your workspace.
Clients see their family office system: a living financial picture, governance tools, and family planning outputs. You see your advisor workspace with packets, reviews, and coordination tools.
You can create first value in one session: send the 10‑minute governance brief and request key documents. Deeper setup is optional.
Sharing is explicit and client‑controlled. Every access is logged with a full audit trail. Data is encrypted in transit and at rest.
We're working with a small group to shape what comes next. If the two‑mode model matches your practice, let's talk.
Apply for early accessNot ready to apply? Send a client the 10‑minute governance brief and see how they respond.
Multiply your potential, exponentially.
