01Weekly review
Pulse
A short, sourced read on what changed, why it matters, and the next move worth considering.
How it stays grounded
Change noticed → sources checked → next move prepared
Capabilities for a complex financial life
Bring the whole picture together. Move one thing at a time.
X1 turns scattered financial information into source-backed reviews, clear next steps, and professional handoffs the household approves.
Five questions. Then build a cited review you can bring to any advisor.
01
Assemble
Accounts, documents, people, and entities.
02
Review
What changed, what is missing, and why it matters.
03
Approve
The household chooses what moves and who sees it.
04
Carry forward
The handoff and confirmed outcome stay with the record.
01Core Capabilities
The work behind a family-office review.
Each capability has a distinct job. They share the same sources, household authority, and decision history, so context does not disappear between tools or professionals.
See this capability
02Grounded answers
Ask X1
Ask a financial question in plain language. X1 answers from the record you connected and names what it cannot verify.
How it stays grounded
Question asked → record checked → sources shown
03Documents and proof
Vault
Turn scattered documents into usable facts, missing-item checks, and controlled packets for the people you trust.
How it stays grounded
Document added → facts extracted → source retained
04Options and questions
Play Builder
Surface options that fit your situation, then prepare the questions and context for the professional who will advise.
How it stays grounded
Situation reviewed → options surfaced → expert handoff
05CPA preparation
Tax Review
Read returns across years, retain the evidence behind each finding, and arrive at the CPA meeting with specific questions.
How it stays grounded
Returns compared → questions prioritized → CPA reviews
06Attorney preparation
Estate Plan Review
Understand what your documents say today, spot questions created by life changes, and prepare a cited packet for your attorney.
How it stays grounded
Documents reviewed → questions cited → attorney confirms
07Shared decision rules
Family Governance
Put values, roles, and decision rules into words the family and its professionals can use when choices get difficult.
How it stays grounded
Values named → rules agreed → decisions remembered
08Cash across entities
Liquidity & Cash Flow
See cash across business, trust, and personal accounts so the next move reflects the whole structure, not one balance.
How it stays grounded
Accounts connected → commitments mapped → options compared
When professional judgment is needed
The household keeps the context. The professional gets a better starting point.
X1 prepares the evidence and the open question. The household confirms what is shared and with whom. The advisor, CPA, or attorney brings the judgment, and the outcome returns to the household record.
For independent advisors
See the advisor reviewYour first step
Find the first place to start.
Answer five questions. X1 will show you the first part of your financial life worth bringing into one clear review.
See what matters firstNo account required to see your opening brief.
