Data model foundation
Households, memberships, institutions, accounts, snapshots, asset positions, and transfer requests.
Family Inteligence
Consolidated family finances in one place
Track bank balances, investment funds, and crypto accounts with household-level access controls. Accountants can be onboarded with scoped roles now, and transfer operations can be enabled later through approval workflows.
Future-ready permissions
Owner, family member, and accountant roles with explicit transfer request and approval capabilities.