Platform Features
Pulse watches the whole picture. Ask X1 answers grounded in your real data. Vault makes every number provable. The rest catches what each professional only sees in their slice.
Pulse, Ask X1, and Vault carry the core. The rest are the supporting modules that feed them. Everything connects, so a change in one place surfaces everywhere it matters.
The weekly read. One conclusion that crossed a line, the evidence behind it, and the next move to make. So nothing important slips, and you are never the one holding it all in your head.
Evidence path
Changed data -> one conclusion -> packet
Answers grounded in what you have actually connected, not the internet. Ask X1 reasons from your accounts, your documents, and the decisions you have logged, and says so when a source is not there yet.
Evidence path
Question -> connected sources -> cited answer
Documents become facts, gaps, and proof. The source rail behind every Pulse conclusion and every answer Ask X1 gives.
Evidence path
Document -> extracted fact -> source rail
Strategies aligned to what your family actually values, ready for the CPA, attorney, or advisor who executes. Decision memory built in.
Evidence path
Values -> option set -> professional-ready play
Tax returns interpreted year over year, with the documents behind every number and the decision memory of what you chose last time.
Evidence path
Return history -> choice log -> next-year move
Trust and policy documents reviewed against today's structure, gaps surfaced, and a packet ready for the attorney.
Evidence path
Trusts and policies -> owner map -> attorney packet
Values, governance, and decisions logged so Pulse reads in the plain language your family already agreed on.
Evidence path
Values -> rules -> future decisions
Cash across the operating company, the holding company, and personal, plus the business telemetry from QuickBooks. The Cash Flow Index sits beneath as one proof tool.
Evidence path
Accounts and books -> runway -> cash move
For Advisors Too
X1 Wealth works best when clients and advisors share the same system. Advisors run the plan; clients stay aligned with clear next steps. Ask your advisor about X1, or explore our advisor program.
Explore the advisor programStart Free
Join the founders and families who let X1 watch the whole picture, so the things that matter do not slip.
Get Your Plan
Clarity for the household. Confidence for the next move.
