Reporting should reduce uncertainty, not add noise.
As wealth grows, visibility often declines. Accounts multiply, entities stack, and decisions are made without a clear picture of total exposure.
What reporting is used for
- understanding total exposure across accounts and entities
- identifying concentration, liquidity, and counterparty risk
- separating signal from activity
- supporting better decisions, not commentary
Reporting is not used to market performance or optimize appearances.
It exists to support better decisions under complexity.
Continuity and contingency access
Access is governed, not automatic.
We ensure continuity of access to critical financial information through structured beneficiary and contingency protocols—designed to preserve control, privacy, and intent during periods of incapacity or transition.
Give your beneficiary a full view of your accounts and assets
When the time comes, your beneficiary will receive access to a full accounting of all of the financial accounts, assets, and property you’ve added to your account. This means they’ll have a full view of your estate—only when necessary.
Transfer important documents and other essentials
You can store all of your financial and estate planning documents, and other critical files. Make sure your beneficiary receives all of the access and information they need.
Secure, automated transfer
Never worry if your family will receive access to your financial data and accounts. With an automated “Life Beat” workflow to provide access only after an extended periods of inactivity. Before giving access, you’ll receive multiple prompts to which you can respond with just a click to reset the timer.
Create a fall-back Plan
In addition to your primary beneficiary, you can set a contingent beneficiary (or “Trusted Angel”) who will receive access only in the event that your main beneficiary isn’t able to access your account data.