WealthX1 is an AI family office for households with trusts, businesses, properties, and several advisors. It reads the documents you choose, shows what needs attention, and prepares a cited review for the right professional.
Start with an account, a document, or a look around.
For your household, choose a question involving an entity, a document, or more than one professional. Create a free account to start bringing the relevant information together.
Create a free accountFor advisors and firms, bring one upcoming client decision. See whether X1 can prepare the context each outside professional needs and keep the answers together for your next meeting.
Start with one householdShopping for reporting or accounting software?
See which of 14 family office platforms is built for the job you have.
Maple Street LLC is selling a rental property. The family trust owns the LLC. The CPA, attorney, and advisor each need a different part of the file, and the household needs all three answers before the sale is complete.
Illustrative example. No client data.
X1 household review
Maple Street LLC · Rental property sale
CPA
Attorney
Advisor
| Professional | What they receive | What comes back |
|---|---|---|
| CPA | Prior closing statement and depreciation schedule | Estimated tax impact and any missing records |
| Attorney | LLC operating agreement and family trust | Who can sign and what must happen before closing |
| Advisor | Expected sale date and estimated proceeds | A plan for the cash once the sale closes |
X1 keeps the supporting files, each approved handoff, and the answers with the sale, so the household can see what's settled and what still needs work.
X1 keeps the source files, the question you approved, each professional's response, and the next step together. That becomes the household's operating record for this decision.
Statements, tax returns, trust documents, agreements, and notes
The decision you need to make, the facts behind it, and what's missing
A cited review with the facts and files one professional needs
Their response, what changed, and what needs to happen next
One system might report on investments. Another keeps the books. X1 prepares the questions that cross those systems and keeps each professional's answer with the supporting files.
| 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 |
Eight things on this table are jobs a staffed family office pays someone to do. Find them.
Tap anything on the table that someone would be paid to look after.
Find all eight to see what a staffed family office pays for them.
The Maple Street sale would move through four parts of X1. You can open each one below to see how it works.
Add the closing statement, tax return, agreement, or trust document once.
See which facts are supported and which records still need to be found.
Prepare the question and relevant evidence for one professional at a time.
Save each answer and next step with the decision that prompted it.
X1 is useful when
X1 keeps the trust documents, account records, professional replies, and next step with the decision that connects them.
Another category may fit better
Keep those jobs in your ledger, custody, or trading system. X1 can prepare the household review that surrounds their work.
Compare 14 platforms by jobFamily office software is a broad category. Some products consolidate investment reporting. Others keep the books or manage trading. X1 prepares cited household reviews, routes each question to the right professional, and saves the answer with its supporting files.
X1 works best when one financial decision touches several entities, documents, or professionals. That may be a household with a trust, business, rental property, private investments, or advisors at several firms. Advisors can also use X1 to prepare a household review.
X1 is built for household reviews, professional handoffs, approvals, and follow-up. If your main need is a general ledger, trading, custody, or institutional portfolio reporting, use a platform built for that job. Our 14-platform comparison explains the differences.
X1 Wealth costs $97 per month or $997 per year. You can create a free account before choosing a paid membership.
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.
Yes. An advisor acting as the financial quarterback can use X1 to prepare one household review, give each outside professional the relevant source material and question, and keep the returned answer with the household decision. Start with one household before deciding whether to use the workflow across a practice.
Create a free account and start with your household. Paid X1 Wealth membership is $97 per month or $997 per year.
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