Family office software for complex households
Keep your household and its financial team working from the same facts.
X1 keeps the documents, decisions, and follow-up for your financial life in one place. You decide what moves forward, who sees it, and what stays in your household record.
Answer five questions and read your opening brief before creating an account.
The operating record
Keep the whole thread together.
A dashboard shows today's balances. X1 keeps the source documents, the decision, what you sent, and the answer together too. When the question comes up again, everyone can pick up where they left off.
- 01
What you start with
Accounts, statements, tax returns, estate documents, and notes
Who owns this: Your household
- 02
The decision
The question, what supports it, what isn't clear yet, and the next step
Who owns this: Your household
- 03
What your advisor gets
The facts and files your advisor, CPA, or attorney needs
Who owns this: The professional you choose
- 04
What comes back
Their answer, what changed, and what you'll want handy next time
Who owns this: Your household
The X1 Household Operating Record
Download or share this view of the household record. You'll find the same information in the table above.
Where X1 fits
Family office software has a few different jobs.
One system might report on investments. Another keeps the books. X1 gives the household one place to organize the decisions and follow-up that involve all of them.
See the 14-platform comparison| What needs doing | Where X1 helps |
|---|---|
| Keeping everyone aligned | Keeps the documents, decision, next step, and reply in one place |
| Investment reporting | Brings account data into the household review. Your reporting system keeps the detailed performance history |
| Accounting | Keeps the documents ready for your accounting team. The ledger stays in their system |
| Trading and custody | Gets the facts and approvals ready. Your custodian or trading platform handles assets and money movement |
What you can do
Begin with one decision.
Pick a question you need to answer. Add the documents that matter, review them, and send the right information to the right person.
Keep the documents together
Keep the statement, tax return, or trust document next to the answer it supports.
See what needs attention
See what changed, what's missing, and where to start.
Get ready for the meeting
Give your advisor, CPA, or attorney the facts, files, and question they need.
Keep the answer for next time
Keep the answer with the documents and follow-up, so you won't have to piece the story together later.
A strong fit
The same decision touches several accounts, entities, documents, and professionals.
X1 keeps the documents, people, and next steps together while your household stays in control.
Use a specialist system
You need a general ledger, trading system, or institutional portfolio reporting.
Keep those jobs in your ledger, custody, or trading system. X1 can organize the household questions and follow-up around them.
Common questions
Pick the software for the work you actually have.
What is family office software?
Family office software helps a household keep track of financial information and the work around it. Different products handle different jobs. Some report on investments or keep the books. X1 keeps documents, decisions, approvals, and professional follow-up together.
Who is X1 family office software for?
X1 works best for households with a complicated financial life and several professionals involved. Advisors can use it to run a household review too. Large offices can use X1 alongside specialist accounting, trading, and reporting systems.
Does X1 replace an advisor, CPA, or attorney?
Your advisor, CPA, and attorney still make the calls that belong to them. X1 helps you bring each person a clear question with the right documents and context. Trading, money movement, tax filing, and legal work stay with the firms you choose.
Your first review
Start with the question that's already on your mind.
Answer five questions. X1 will turn your answer into a clear, cited opening brief.
Get your opening brief