Financial Ecosystem Monitoring
Your financial life involves dozens of accounts, entities, and advisors. We bring order to the complexity with a centralized monitoring system and proactive oversight.
Unified Dashboard
A single view across all your accounts, entities, investments, and obligations. No more logging into twelve portals to understand your financial picture.
Threshold Alerts
Automated monitoring for SALT exposure, Qualified Plan Participant Earnings (QPPE), Required Minimum Distributions (RMDs), and other critical thresholds — so nothing is missed.
Bespoke Reporting
Custom reports tailored to what you care about. Net worth summaries, liquidity snapshots, tax projection updates, and whatever else your situation demands.
The Quarterback Role
We serve as the central coordinator for every advisor in your ecosystem — attorneys, RIAs, trustees, insurance advisors, and bankers. One point of contact that keeps everyone aligned.
How it works
Discovery & Integration
We map every account, entity, and advisor relationship in your ecosystem and connect to your data sources.
Custom Configuration
Thresholds, alerts, and reporting formats are tailored to your priorities and preferences.
Ongoing Monitoring
Continuous oversight with proactive outreach when something needs attention — not after it becomes a problem.
Quarterly Reviews
Comprehensive reviews with your full advisory team to ensure alignment and identify opportunities.