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Whether you have questions, want to see a sample dashboard, or are ready to get started — we’re here to help. Reach out directly and let’s explore how we can bring clarity to your investments.
Frequently asked questions
Can I include assets held in offshore structures or trusts?
Yes — we can account for assets held in trusts, holding companies, or international entities. We’ll structure them in a way that reflects your real exposure, ownership, and performance.
Can my wealth advisor/family office access the dashboard?
Absolutely. We can set up a shared viewing environment or provide custom exports, depending on your preference and level of access you want to grant.
How do you handle foreign currencies and exchange rates?
We track all assets in their native currency and convert values using daily or monthly FX rates. You’ll be able to see both original and converted values clearly over time.
Can I track ownership splits for shared or joint investments?
Yes — we support ownership percentages across accounts, properties, and entities, so you can see your exact exposure even in shared assets, with different ownership percentages.
Can I match it to how I report to my accountant or board?
The dashboards are fully customizable. We can mirror the structure and categories you’re used to, or even tailor them to match your accountant’s or internal reporting format.
Can I include unconventional assets like art, land, or private lending?
Definitely. We support custom asset types and can include valuation history, estimated yield, and notes — so you get a complete view of your entire wealth.