Connect the principal’s vault
Ask the principal to open their vault, go to Share & Permissions, grant access to
“Wealth Advisor”, then send you the access link. Paste it below.
Total Portfolio Value
—
No vault connected
Assets Tracked
0
—
Team Members
1
Seat limit 4
Documents Shared
0
From the principal’s vault
Portfolio Allocation
Connect the principal’s vault to see allocation.
Recent Activity
| Activity | Source | Date |
|---|---|---|
| No activity yet — connect the principal’s vault to see updates here. | ||
Full Portfolio
+ Add Asset
| Asset | Category | Current Value | Purchase Price | Return | Insured |
|---|
Team Access Management
+ Invite Team Member
As principal, you control exactly what each team member can see and do. Access can be revoked at any time. Team members never see each other's access level.
Document Vault
+ Upload Document
| Document | Asset | Type | Uploaded by | Date | |
|---|---|---|---|---|---|
| No documents shared — connect the principal’s vault to see documents here. | |||||
Reports
Portfolio Performance Report
Full portfolio value over time, return by asset and category, and benchmark comparison.
Capital Gains Summary
Unrealised gains per asset with purchase price, current value and holding period — for your accountant.
Insurance Review Pack
Current valuations and documentation completeness for all insured assets — ready to share at renewal.
Asset Register
Complete catalogue of all assets with descriptions, provenance notes and document status.
Estate Planning Summary
Asset register with estimated values for estate planning and succession purposes.
Wealth Advisor Export
Portfolio data export formatted for import into wealth management platforms.