For multigenerational family businesses & family offices
One unified platform with all the tools you need to manage meetings, share confidential information, drive real-time collaboration and accelerate decision-making.
Enhance engagement and alignment on all fronts. Enroll now to enjoy the financial and non-financial benefits of an engaged family, business, and family office. For today, and for future generations.
Client Communications & Reporting, Client Engagement & Management, Digital Platforms & Tools
Permissions & Privileges
Set access permissions for different groups and individuals and create groups and permissions for your boards, committees and other working groups.
Document Management & E-signatures
Securely create, sign and store confidential files and documents in a central data hub, create private vaults for individual family members and control access.
Leverage real-time insights into how your family and board work and have more meaningful conversations with members using data.
Surveys & Forms
Easily create surveys to get quick opinions from members and decision-makers across the business with flexible answer-formats and upvoting capability.
Store family profiles, achievements, experience and aspirations to connect the right family members to the right opportunities for their development.
Organise meetings, track attendance, add files, distribute minutes for review prior to approval, access past meeting information with ease and manage follow-up.
Enable board and committee governance
Facilitate shareholder management
Enhance family cohesion
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