Weekly Brief
Weekly review
A short, sourced read on what changed, why it matters, and the next move worth considering.
Change noticed → sources checked → next move prepared
Explore Weekly BriefBring the whole picture together. Move one thing at a time.
X1 brings your accounts, documents, people, and entities into one household picture. Use it to understand what needs attention and prepare the work you do with your professionals.
Bring the picture together
Accounts, documents, people, and entities.
See what needs attention
What changed, what is missing, and why it matters.
Approve what moves
You choose what to share and who can see it.
Keep the outcome
The answer stays with the question and its supporting files.
The work behind a family-office review.
Each capability has a distinct job. They share your household information, so you can carry the context from one question to the next.
Ask X1
Grounded answers
Ask a financial question in plain language. X1 answers from the record you connected and names what it cannot verify.
Question asked → record checked → sources shown
Explore Ask X1Vault
Documents and proof
Turn scattered documents into usable facts, missing-item checks, and controlled packets for the people you trust.
Document added → facts extracted → source retained
Explore VaultPlay Builder
Options and questions
Surface options that fit your situation, then prepare the questions and context for the professional who will advise.
Situation reviewed → options surfaced → expert handoff
Explore Play BuilderTax Review
CPA preparation
Read returns across years, retain the evidence behind each finding, and arrive at the CPA meeting with specific questions.
Returns compared → questions prioritized → CPA reviews
Explore Tax ReviewEstate Plan Review
Attorney preparation
Understand what your documents say today, spot questions created by life changes, and prepare a cited packet for your attorney.
Documents reviewed → questions cited → attorney confirms
Explore Estate Plan ReviewFamily Governance
Shared decision rules
Put values, roles, and decision rules into words the family and its professionals can use when choices get difficult.
Values named → rules agreed → decisions remembered
Explore Family GovernanceLiquidity & Cash Flow
Cash across entities
See cash across business, trust, and personal accounts so the next move reflects the whole structure, not one balance.
Accounts connected → commitments mapped → options compared
Explore Liquidity & Cash FlowThe household keeps the context. The professional gets a better starting point.
X1 prepares the evidence and the open question. You confirm what is shared and with whom. Your advisor, CPA, or attorney brings the judgment.
For professionalsStart with your household.
Connect an account, add a document, or explore X1 first.