Wherever it is held
Brokerage accounts, pensions, bonds and private holdings, read from the household record, so the portfolio you see is the family’s and not one provider’s slice of it.
Inside the desk
How Investment works.
What you hold elsewhere, measured against your own policy. Four things to know, pinned to one screen.
- 1What it is
Everything you hold, wherever it is held: brokerage, pensions, bonds, private holdings.
- 2What you see
Each holding against your own policy, and every fee added up in one line.
- 3Why it matters
The portfolio is the family’s, not one provider’s slice, and unseen fees still compound.
- 4What stays yours
Nothing here is a recommendation. What you learn opens what comes next.
Held to
Every fee counted, nothing recommended.
An illustrative household. The figures are examples, not advice.
What it does
Public and private, in one picture.
Against your own policy
Every holding measured against the ranges your household wrote on the Policy desk. Not a benchmark we chose, and not a model portfolio.
Every fee, counted
What each holding costs a year, added up in one line. A fee you have not entered is never guessed.
Understanding comes first.
Short lessons in plain language, built around your own numbers. Each one you finish opens the part of the platform it belongs to.
The five desks
Five desks, one office.
Every desk is written from the same household record, so nothing is entered twice.
The next desk: Protection.
See what is covered, what is missing and what needs attention, before it becomes a problem.
Protection