Powerful Features for Document Management
Everything you need to organize, secure, and access your family's essential documents and assets.
Smart Document Storage
Upload and organize documents with AI-powered categorization. Supports PDFs, images, Word, and Excel files.
- • AI-powered document analysis
- • Automatic categorization
- • Multiple file format support
- • Secure cloud storage
Expiry Date Tracking
Never miss a deadline. Automatic reminders for expiring passports, licenses, insurance policies, and more.
- • Automatic expiry detection
- • Email and in-app reminders
- • Customizable alert timing
- • Dashboard overview
Comprehensive Asset Tracking
Track real estate, vehicles, investments, jewelry, and collectibles with detailed metadata and valuation tracking.
- • Real estate management
- • Vehicle tracking
- • Investment portfolios
- • Value history tracking
Controlled Family Sharing
Grant secure access to trusted family members with granular permissions. Control who sees what and when.
- • Granular access controls
- • Emergency access features
- • Activity logging
- • Secure sharing links
Bank-Grade Security
Industry-leading encryption, secure file storage, and comprehensive privacy controls protect your sensitive information.
- • End-to-end encryption
- • Row-level security
- • Secure file storage
- • Privacy controls
Powerful Search
Find any document instantly with advanced search, filtering, and AI-powered content recognition.
- • Full-text search
- • Category filtering
- • AI content recognition
- • Quick access dashboard
AI Document Analysis
Automatically extract key information from documents using advanced AI, saving you time and ensuring accuracy.
- • Automatic data extraction
- • Key information highlighting
- • Smart categorization
- • Multi-language support
Smart Notifications
Stay informed with timely alerts for expiring documents, important updates, and family activity.
- • Expiry reminders
- • Activity notifications
- • Email alerts
- • Customizable preferences
Mobile Access & Scanning
Access your documents from anywhere. Capture and upload documents directly from your mobile device with built-in camera scanning.
- • Mobile-responsive design
- • Camera document capture
- • Automatic cropping
- • Offline access
Emergency Access
Designated emergency contacts can access critical documents during emergencies, with full audit trails.
- • Emergency contact setup
- • Critical document access
- • Activity logging
- • Secure protocols
Investment Portfolio
Track stocks, bonds, retirement accounts, crypto, and other investments with value history and risk analysis.
- • Portfolio tracking
- • Value history charts
- • Risk level analysis
- • Currency support
Document Verification
Verify document authenticity, track versions, and maintain a complete audit trail of all document activities.
- • Version tracking
- • Audit logs
- • Document integrity
- • Change history