Wealth360
A private, secure hub for a family's wealth, documents and life, all in one place.
Wealth360 brings together everything a family owns and everything it needs to remember: accounts, properties, policies, loyalty points, documents, passwords, memories and milestones.
It works on every device, keeps sensitive data encrypted and private, and stores files in the family's own cloud.
What Wealth360 does
Net worth at a glance
Assets, liabilities, properties, policies and loyalty points add up to one live net worth, with history and a breakdown by person or company.
Multi-currency
Accounts in any currency, shown in the one you choose, keeping the amounts you entered.
Private and encrypted
Row-level security, private file storage behind expiring links, and a password vault encrypted in the browser.
Your files, your cloud
Documents, photos and eBooks stored in the family's own OneDrive or Google Drive, organized by person and section.
See it in action
One app, many pages
Wealth
- Overview and net worth history
- Assets and bank accounts
- Liabilities and credit cards
- Properties
- Life insurance policies
- Loyalty programs
- Cards
- Monthly cash flow and savings
- Tax preparation
- Donations
- Investments (coming soon)
Family life
- Memories (photos and videos)
- Documents
- Milestones
- Birthdays and anniversaries
- Calendar
- To-do list
- Notes
- World tour
- eBooks
- YouTube
- Plants
Security and tools
- Encrypted password vault
- Important information
- Bookmarks
- AI hub and assistant
- Global search
- Privacy mode (hide amounts)
- Works on phone, tablet and desktop
Choose your plan
Prices in US dollars.
Available free for ultra-high-net-worth (UHNW) clients of
Morgan Stanley
TD
RBC
BMO
CIBC
Scotiabank
HDFC Bank
ICICI Bank
Axis Bank
Chase
American ExpressBasic
US$99.99
per month
Everything a family needs to track wealth and organize life, except Milestones, Calendar, Tax Prep and World Tour.
Get startedPremium
Most completeUS$999.99
per month
Every page and feature in Wealth360, for families who want the complete picture.
Get startedEnterprise
Contact us
For family offices and organizations that need custom pages, integrations or hosting.
Contact us| Compare plans | BasicFiles kept on Wealth360US$99.99per month | PremiumFiles in your own cloudUS$999.99per month | EnterpriseUnlimited, managed for youContact ustailored pricing |
|---|---|---|---|
| Storage and service | |||
| File storage | 1 GB | Your cloud (as much as you have) | Unlimited, managed |
| Where files live | Wealth360 storage | Your OneDrive / Google Drive | Dedicated storage |
| Files organized by member and section | |||
| Switch cloud or account later | – | ||
| Nightly encrypted database backup | |||
| File history and recycle bin | – | From your cloud (30 days) | Custom retention |
| Passwords encrypted with your passphrase | |||
| Sign-in by Google, email link or text | |||
| Weekly security check | |||
| Your own web address | – | – | |
| Support | Priority | Dedicated | |
| Onboarding | Guides | Guides | Done with you |
| Pages (28) | |||
| Overview | |||
| Assets | |||
| Liabilities | |||
| Milestones | – | ||
| Passwords | |||
| Properties | |||
| Life Insurance Policies | |||
| Loyalty | |||
| Important | |||
| Cards | |||
| Documents | |||
| Memories | |||
| Tax Prep | – | ||
| World Tour | – | ||
| Birthdays | |||
| Calendar | – | ||
| To-Do List | |||
| Notes | |||
| YouTube | |||
| eBooks | |||
| AI Hub | |||
| Bookmarks | |||
| Alochna | |||
| Monthly | |||
| Investments | |||
| Plants | |||
| Jainism | |||
| Donations | |||
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Book a short demo and we'll walk you through it.