Shared space

Collaborate on your wealth with family members and advisors using a single account.

A unified space for your financial circle

Bring everyone's expertise together

When everyone contributes knowledge, your wealth picture becomes richer.

  • Leverage your advisor's expertise directly in your space
  • Collaborate seamlessly with family members
  • Keep your wealth picture always up to date

Space members

Alexis Rougevillealexis.rougeville@gmail.com
Owner
Active
Shannon Rougevilleshannon.rougeville@gmail.com
Spouse
Active
David Atkinsdavid.atkins@wealthadvisors.com
Advisor
Invited

One account, multiple spaces

Switch seamlessly between different spaces while keeping everything organized.

  • Access all your spaces from a single account
  • Move between client portfolios with a click
  • Help family members manage their wealth from your account

Net worth