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Family & sharing

One family record, with you deciding who sees what.

Add your spouse, children and parents, then choose exactly which members can see which records. Every change is logged. Name a nominee who can act on your data if you can't.

“Does your family know what you own, and where?”

What it covers

  • Family members
  • Visibility controls
  • Activity log
  • Data nominees

Everyone in one place

Record assets for each family member and see the family's combined net worth.

You control visibility

Set visibility member by member, so each person sees only what you allow.

Activity log

See who changed what, and when.

Children, with consent

Adding a child records verifiable guardian consent, as the DPDP Act requires.

Nominee for your data

Name someone who can exercise your data rights if you die or can't act yourself.

Parents' finances too

Help ageing parents keep their records in order without needing their passwords.

Start your family's record today.

Begin with one bank account or one policy. Add the rest when you have a quiet hour. Every entry is one less thing your family has to guess.