Take control of your financial world with clarity and confidence

Whether you're managing investments, family finances, or business wealth, Advisor Desk helps you stay organized, make informed decisions, and work more effectively with your advisor.

Register for Early Access

Managing wealth shouldn't feel this complicated

When your financial life spans multiple accounts and advisors, it’s easy to lose sight of the big picture or miss the small details that matter

Too many moving parts

Coordinating across assets, entities, and financial professionals can be overwhelming.

Limited visibility

Without real-time insights, decisions take longer and feel less certain.

When it’s hard to connect with your advisor, opportunity and confidence both suffer.

Gaps in communication

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Empowering You

See your wealth clearly.
Move with confidence.

From big-picture planning to daily tracking, Advisor Desk brings it all together—so you can make smart decisions, stay organized, and keep moving forward.

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Discover

All the tools you need, built around your goals

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Personal wealth dashboard

View your full financial picture in real time.

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Get a clear snapshot of your family, business, and legacy plans in one place.

Comprehensive wealth mapping

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Goal tracking and progress tools

Set clear milestones and track your progress.

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Know when something needs your attention, and why it matters.

Alerts and activity summaries

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Secure messaging with your advisor

Ask questions, share updates, and stay aligned.

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Scales with your goals

As your needs evolve, Advisor Desk keeps pace with intuitive updates and expanded tools.

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Document management and version control

Store and access important files with confidence.

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Part of a forward-thinking community

Designed in partnership with advisors and individuals who expect more from their financial platforms.

It’s easy to get started

Step 1

Sign up for Early Access

We’ll notify you when onboarding begins.

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Step 2

Create your profile

We’ll walk you through a guided setup to help you organize accounts, goals, and documents.

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Step 3

Track your progress, communicate with your advisor, and make informed decisions—right from your dashboard.

Start managing with confidence

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Discover a simpler, smarter way to manage your wealth

Sign up for early access and take the first step toward more control, better decisions, and easier collaboration.

*By clicking Sign Up for Early Access, you agree to our Terms and Conditions.