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THE PRODUCT

A closer look at our platform

 

 
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Meetings & Events

Create events, track attendance, add files and manage follow-up through our event apps.

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Private Vaults

Securely share and store information for individual family members.

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Document Management

Create and manage folder structures you and your team can build and rely on. 

 

Groups & Permissions

Recreate your governance structure in a digital environment.

Tracking & Statistics

Through in-depth statistics, the platform enables you to stay on the pulse of your community’s interactions.

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Electronic Signatures

Request signatures and sign documents while maintaining the highest level of data security.

 

 
 
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Meetings & Events

Organize and manage your events and meetings. 

  • Create events and meetings
  • Track attendance
  • Add files
  • Manage follow-up through our event apps
 
 
 
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GROUPS & PERMISSIONS

Set access permissions for different groups and individuals.

Recreate your governance structure in a digital environment. Create groups and permissions for your boards, committees and other working groups. Whatever you do, decide who gets to see it. 

 
 
 

 
 
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PRIVATE VAULTS

Create private vaults for individual family members.

Securely share and store information for individual family members and make sure it is only visible to them.

 
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Document Management

Organize your information in a way that’s best for you.

Create and manage files in a structure you and your team can rely on. 

 
 
 
 
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Electronic Signatures

Sign documents and request signatures, quickly and easily.

We enable your staff, family and advisors to sign documents anywhere, anytime while maintaining the highest level of data security.

 
 
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Statistics

Track and report on user engagement

Find out what works or who has seen that one important document. Through in-depth statistics, the platform enables you to stay on the pulse of your community’s interactions.

 
 
 

AND MORE

Surveys

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Family Tree

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Messaging

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CONTACT US

Try our platform for free

 

 
 
 

 
 

WHY TRUSTED FAMILY?

Technology and more


 
 
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Security

Retain full control over your data, rely on full privacy and confidentiality and benefit from cutting edge security technology.

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Family Expertise

Rooted in family business, we offer an advisory and support team leveraging over 10 years of experience to help you thrive.

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Global Reach

Trusted by over 10.000 users in 25 countries. 3 offices and a team representing 7 nationalities and speaking eight languages.

 
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