Dashboard
The clients who have given you the keys.
Every household here has explicitly permissioned you. Open any client to see exactly what they see — same numbers, same time stamps, same statements.
Households
5
Permissioned access
Aggregate net worth
$145.2M
Sum across PFS
Available for investment
$11.4M
Across all clients
Client list
3 households have an active framework running this week.
HouseholdNet worthAvailableAccess tierLast touchAction
- Sunny VasudevActive frameworkVasudev Family$43.7M$3.1MFullToday
- Karen PhelanPhelan Family Trust$18.2M$1.4MGranular2 days ago
- Ethan TanPending inviteTan Household$9.5M$640KHeadline1 week ago
- L. MoralesMorales Holdings$61.0M$5.2MFullToday
- S. KhanKhan Children Trust$12.8M$1.1MGranular3 days ago