Use every module. Best for multi-disciplinary practices.
Generalist (everything)
Multi-disciplinary practice — every module, one workspace
For all-in-one practices, family offices and boutique firms that need to switch between asset management, insurance, real estate, tax and estate without changing tool.
On your dashboard, you'll see:
Clients
—
Wealth tracked
—
Meetings this month
—
Open files / contracts
—
Tools surfaced for you
Typical workflows
Manage every kind of client from one interface
From a 25y-old investing 200€/m to a 60y-old planning a 5M€ transmission — the same workspace adapts to the question at hand.
Mix four disciplines on one client view
Strategies + insurance + real estate + tax on the same dashboard. One client, one view, every angle.
Switch contexts without losing state
Modules cohabit cleanly. Saved strategies, opened claims, real-estate analyses, IDD assessments — all persisted, all yours, all retrievable.
Conversational AI adapts
The ROB chatbot and the Oracle receive context tied to your profession. Examples of questions they handle directly:
Vocabulary adapts to your practice
Dashboard
Dashboard
Clients
Clients
Meetings
Meetings
Get started as Generalist (everything)
Free during public beta · No card required · No commitment