Solutions → Unified household management
One client. Every account. One picture that stays true.
Most tools plan once and go stale. Here the whole household, members, accounts, incomes and obligations, is a living record: fed by the systems and aggregator feeds you already use, re-projected when anything changes, and monitored so you hear about drift before the client does. Delivered under your brand, on your domains.
the reference build is live — theme it, toggle it, fork it
What you ship
A client portal, under your brand
The whole household in one view — projected net worth, plan health, the decisions on the table — themed to your brand behind a WCAG gate, with your firm's disclosures appended.
An advisor dashboard that watches the book
Every change to a stored household reaches your systems the moment it lands, and a weekly scan flags every plan whose last projection is stale or was computed under an older version of the engine, with the reasons, so review meetings start where the change is.
An AI assistant that computes, not guesses
Over MCP, your copilot reads the same household record, runs the same engine, and checks its own claims before it speaks, with a record on every number it shows.
Bring the book in. Keep it true. Put it in front of clients.
Bulk import moves a book from the systems you use today, up to 200 households a batch, with a dry run that lists every problem row before a single write and re-runs that never duplicate. AI drafts the field mapping; deterministic code executes it. Aggregator adapters (Plaid, Akoya, MX) bring live account data alongside.
Every household is a versioned record. Changes arrive as small updates, projections and strategies re-run, and signed webhooks tell your systems what changed: computed, updated, decision, drift. The record of truth lives in one place and keeps its own history.
White-label tenant config carries your brand name, theme, and appended disclosures; short-lived signed tokens bind embeds to one household and your domain allowlist. Use the React kit for full control, or fork the reference build and ship in weeks.
The plain-English version, for the people who run your systems: how integration works.
What it does not do. No market view: return assumptions are your institution’s, or labeled illustrative defaults. No advice: every decision surface shows the alternatives, not a recommendation. And every number carries its record, so a client statement can prove where its figures came from, years later.
Where it lives in pricing. The household engine ships on every paid plan; unified household management at institutional scale is the Growth tier — $1,995 a month with 2,500 active households included, white-label branding, tenant-bound embeds, and attribution removal. Pricing in full.
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