The read, not the recap
Most platforms recap balances. Your wealth manager recaps the quarter. Pulse interprets: the one thing that matters this week, in plain language, with the evidence behind it.
Pulse
Pulse is your weekly read on the one thing that moved across your household, with the proof behind it and what to do next. So nothing important slips, and you're never the one holding it all in your head.
90 seconds
Weekly read, not an afternoon
Sourced
With source material for cited figures
Remembered
Decisions don't disappear
Each week, X1 reads across supported connected sources, shows the one thing that crossed a line, names the move it implies, and remembers what you decided.
Step 01
X1 keeps an eye on supported connected sources, which can include accounts, investments, operating companies, trusts, insurance renewals, real estate, and alternative assets.
Step 02
One conclusion per week, in plain language. The single thing that crossed a line, with the evidence and the as-of date behind it.
Step 03
An action you can act on, an owner you can name, and a path to the CPA or advisor who executes.
Step 04
Pulse remembers what you decided and why. Your decisions don't get lost when an advisor changes; the next pro sees the call you made.
Your CPA shows up at tax time. Your wealth manager calls quarterly. Your attorney waits for the trigger. Pulse is the weekly read across all of it that nobody else writes.
Most platforms recap balances. Your wealth manager recaps the quarter. Pulse interprets: the one thing that matters this week, in plain language, with the evidence behind it.
Pulse remembers what you decided and why, with the date attached. Your decisions don't get lost when an advisor changes; the next pro sees the call you made.
The brief routes the next move to a CPA, attorney, or advisor with the context already assembled. X1 plans and coordinates. Your pros execute.
Business cash, real estate, alternatives, trusts, and LLCs. Pulse holds the household's wealth as it actually is, across entities, in one connected picture.
Pulse emails you each week. No app to remember to open. Even on a calm week it shows up, leads with what's steady, and never fakes a 'you need to act' button.
For Advisors Too
Pulse plans and coordinates. The advisor, attorney, or CPA executes. The brief assembles the context they need before the meeting, with the documents attached, so the conversation starts at the decision and not the recap.
Related resources
Pulse is the review. Vault holds the proof. Ask X1 works from the same household record. Decisions and outcomes stay connected across all three.
Feature
Your documents become facts, gaps, and proof. A source rail for supported Pulse conclusions.
Feature
The values, governance, and decisions your family has already agreed on. Pulse describes new moves in the language you already share.
Feature
Year-over-year decision memory tied to supporting tax documents.
Feature
Trust and policy documents reviewed against today's structure, packaged for your attorney.
AI provider disclosure: Provider and model vary by workflow. X1 uses commercial API services and does not grant model providers permission to train on household content. Contractual coverage and retention are verified route by route. Review Trust & Security.
AI Transparency & Limitations
Ask X1 provides educational information to help you understand financial concepts and analyze your documents. AI responses are generated based on your inputs and may not account for all aspects of your situation. This tool does not provide personalized financial, tax, or legal advice. Always consult with qualified CPAs, attorneys, and financial advisors before making financial decisions.
X1 Wealth is a financial technology company, not a registered investment advisor, CPA firm, or law firm. Our tools provide educational information and should not be construed as personalized financial, tax, or legal advice.
Financial Dashboard Information
Pulse provides context, telemetry, governance, and coordination across your connected accounts and uploaded documents. The weekly read, balances, and projections are estimates based on what's connected; they're not real-time and may be delayed. Verify balances and transactions with your institution before time-sensitive decisions. X1 does not give investment, tax, or legal advice. Consult a qualified professional for advice specific to your situation.
X1 Wealth is a financial technology company, not a registered investment advisor, CPA firm, or law firm. Our tools provide educational information and should not be construed as personalized financial, tax, or legal advice.
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Answer five questions to find the first place to start. Then connect the sources that can support your first weekly review.
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