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, obligations — is a living, versioned record: fed by aggregators and bulk import, 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
Drift webhooks fire the day a stored plan's numbers move — a rate change, a rule change, a balance update — so review meetings start where the change is, not with a re-run.
An AI assistant that computes, not guesses
Over MCP, your copilot reads the same household record, runs the same engines, and verifies its own claims before it speaks — with an evidence 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 any legacy system — up to 200 households a batch, a dry run that returns the complete per-row error worklist before a single write, idempotent re-runs. AI drafts the field mapping; deterministic code executes it. Aggregator adapters (Plaid, Akoya, MX shapes) bring live account data alongside.
Every household is a versioned document with optimistic concurrency — deltas PATCH in, 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 proves 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 honesty rules hold here too. 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 evidence 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.