Revocable, Dynastic, QPRTs, etc. Instantly see beneficiaries, trustees, and what makes up the corpus of each trust. Life insurance policies too.
Tame all the complexity created by varied ownership interests in business entities. Track different classes of equity, options, warrants, and acquisition costs.
Catalog homes, boats, cars, collectibles, and intellectual property. Archive title documents, purchase contracts, receipts, photos, etc.
Whether a multi-million dollar mortgage or $20K loan to a cousin, get full visibility across the family as to principal, interest rate, maturity date, and collateral.
Checking, savings, securities, 401K, IRA, and credit card accounts. Keep track of account values, beneficiaries, and account numbers.
Security interests, guaranties, co-tenancies, leases, licenses, and judgments. Agency and personal relationships too.
If your current solution is "I keep a lot of things in Excel" or "my accountant knows most stuff," you are doing a disservice to your family.
Invest the time now.
While the trend in software development is browser-based applications with data in the cloud, we went in the opposite direction with Complex Interests. Our application is Windows based, desktop software.
While the option exists to put and access the data in the cloud, keeping in mind the sensitive nature of the data typically entered into our software, most customers prefer to have full physical control over their database.