CLEAR HISTORICAL ASSET RECORDS
Maintain organized, detailed records of your assets for easy reference and future planning.
Legacy Planners
Plan Your Financial
Legacy with Clarity
Get a clear overview of your wealth, liquidity, and historical records to simplify estate planning, build a lasting legacy, and secure your family's financial future.
WHY LEGACY PLANNERS NEED YOR.
Keep Historical Records Organized
Maintain clear, easily accessible records of your assets over time. YOR. automatically organizes your historical data, making it simple to reference and manage as you plan for the future. This structured approach ensures your legacy planning is seamless and well-documented.
Understand Your Asset Liquidity
Get a detailed breakdown of your assets' liquidity to see how easily they can be converted into cash. Categorizing your assets helps ensure you maintain financial flexibility for whatever lies ahead.
Gain a Broad Financial Overview
View all your financial data in one place: asset distribution, liquidity, profitability, and more. A comprehensive dashboard gives you a holistic view to make informed decisions and manage your wealth effectively.
Manage Assets Across Multiple Currencies
Effortlessly handle assets in various currencies, with real-time conversions and recalculations. Switch between currencies with a single click, ensuring that all metrics reflect your chosen currency for an accurate financial picture.
ENSURE A STRONG FINANCIAL FUTURE FOR YOUR FAMILY
OTHER JOURNEYS
FOUNDATION BUILDERS
Establish a solid financial foundation by tracking net worth and cash flows. Build stability for future growth.
GROWTH STRATEGISTS
Take your portfolio to the next level with performance tracking, liquidity breakdowns, and growth insights.
WEALTH GUARDIANS
Safeguard your wealth with insights into asset performance, profitability, and currency management.