The family’s trusted professionals can collaborate and communicate to keep a variety of information current, organized and accessible from anywhere. Source integrates with other applications to provide a rich overview of your life
Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need.
Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate to keep a variety of information current, organized and accessible from anywhere. Source integrates with other applications to provide a rich overview of your life.
Keep information current by allowing vendors and third parties to submit documents in a secure manner, and automatically save it directly to where it needs to be. No more copies, lost files within your email inbox, with RFI thereʼs one source of truth.