{
  "name": "X1 Wealth",
  "productType": "Wealth planning and coordination platform",
  "description": "X1 is the coordination OS for families and their advisors. It turns unstructured financial documents into evidence-backed planning context and improves professional handoffs.",
  "primaryAudiences": [
    "Individuals and families with complex finances",
    "Advisors, CPAs, and estate attorneys"
  ],
  "useCases": [
    "Document-backed planning for estate, tax, entity, and insurance decisions",
    "Advisor Packet preparation and meeting readiness",
    "Ongoing coordination between clients and professionals",
    "Evidence anchoring for key facts and assumptions"
  ],
  "capabilities": [
    "Document ingestion and organization",
    "Evidence-anchored insights tied to source documents",
    "Advisor Packet generation",
    "Secure sharing and access control",
    "Planning and coordination workflows"
  ],
  "evidenceAnchoring": {
    "summary": "Key facts are linked to source documents with as-of dates so they can be verified and shared.",
    "sourceTypes": [
      "Estate plans",
      "Tax returns and K-1s",
      "Entity agreements",
      "Insurance policies",
      "Real estate documents",
      "Investment statements"
    ]
  },
  "dataHandling": {
    "principles": [
      "Source-first planning",
      "As-of dating",
      "Owner and responsibility assignment",
      "Structured handoffs"
    ],
    "disclosure": "X1 provides planning and coordination guidance only. It does not provide legal, tax, or investment advice."
  },
  "integrations": {
    "summary": "X1 supports advisor workflows and document-based handoffs. Contact X1 for API and integration access details.",
    "contactUrl": "https://x1wealth.com/contact",
    "openApiUrl": "https://x1wealth.com/openapi.json"
  },
  "pricing": {
    "url": "https://x1wealth.com/pricing",
    "machineReadable": "https://x1wealth.com/pricing.json"
  },
  "resources": {
    "root": "https://x1wealth.com/resources",
    "documentAnalysis": "https://x1wealth.com/resources/financial-document-analysis",
    "documentBackedPlanning": "https://x1wealth.com/resources/document-backed-planning",
    "researchStandards": "https://x1wealth.com/resources/research-standards"
  },
  "lastUpdated": "2026-01-18"
}