X1 for financial professionals
X1 prepares a focused review for the advisor, CPA, attorney, or insurance professional involved. You see the files and context the household shared, answer in your own lane, and leave the household with a result it can use.
One shared format
A family decision can touch tax, legal, planning, and insurance work at once. X1 gives each person the source material and question they need, then brings the answers back into the same household decision.
| Professional | What arrives | What the household needs back |
|---|---|---|
| CPA or tax professional | Closing statement, prior return, and the question that needs a tax answer | Confirm the tax treatment, identify a missing record, and return the next filing step |
| Estate attorney | Trust language, ownership summary, and the decision the family is considering | Confirm who has authority, flag language that needs attention, and define the legal step |
| Financial advisor | Expected proceeds, account context, and the timing of the household decision | Model the planning choice, explain the tradeoffs, and carry the approved next move |
| Insurance professional | Current policy, ownership records, renewal date, and the household's coverage question | Review the policy, explain the available change, and identify the form or underwriting step |
Inside a review
The household decides what enters the review. Your access follows that share and stays attached to the professional relationship behind it.
The household chooses the files and facts that belong in your review.
You receive the question, current status, and any missing item that affects your answer.
Your response stays with the decision, so the household can use it when the issue returns.
Two ways to work in X1
Use the secure link in your email or sign in to your Network Professional workspace. You'll see the packets and review rooms connected to your invitation. Receiving a household review doesn't require an Advisor Platform subscription.
Sign in to X1Advisor Platform gives a professional practice a workspace for authorized client households, repeatable reviews, professional handoffs, and firm-approved client work. RIAs, CPAs, estate attorneys, insurance specialists, and wealth managers can apply for a pilot.
The access rule
A Network Professional works from the reviews and packets shared with that person. A paid practice works from its authorized client relationships. The household keeps control of its record and can change what it shares.
Read about trust and securityCommon questions
A financial professional is an advisor, CPA, tax professional, estate attorney, insurance professional, or another specialist a household brings into a financial decision.
No. A household can share a review or packet with you without requiring your firm to buy Advisor Platform. Your access stays limited to the material the household or authorized organization shared with you.
Advisor Platform is the paid workspace for a professional or firm that wants to prepare reviews, manage authorized client households, and use repeatable workflows across its practice. The professional intake supports RIAs, CPAs, estate attorneys, insurance specialists, and wealth managers.
The household controls its record and each share. A Network Professional sees the packets and review rooms that were explicitly shared with that professional. Advisor Platform access also follows the client relationships and permissions established in X1.
For your practice
We'll use the meeting or decision already on your calendar to show how X1 prepares the review and carries the follow-through.
Apply for one household pilot