What is Family Wealth Map?

Family Wealth Map aggregates financial assets and liabilities to create net worth statements, or "Maps".  Its ability to handle complex estate structures with multiple family members, legal entities (i.e. trusts, corporations and partnerships), and partially owned assets sets Family Wealth Map apart in the market place. Maps can be generated with near real-time balances of financial accounts and detailed securities portfolios. A multi-user professional platform is available for trusted advisors.