Precious Metals
- Live or demonstration spot pricing
- Manual vault quantities
- Cost basis and unrealized gain or loss
- Storage and custody location
- Value-over-time history
Platform Features
Every Feature.
One Clear Financial System.
Organize accounts, map ownership, understand cash flow, and track every asset without stitching together disconnected tools.
- Unified Wealth View
- Entity Intelligence
- Alternative Assets
- Private by Design
Feature Library
Everything You Need to See the Whole Picture.
Showing capabilities that support Organize. All features remain available below.
Organize Everything
Every Account and Holding, Connected to Its Owner.
- Link accounts and institutions
- Assign every asset to an entity
- Track balances, cost basis, allocation, and performance
- Identify stale or manually valued accounts
Map the Structure
See Ownership, Control, and Cash Movement Clearly.
- Create unlimited people, businesses, trusts, and specialty entities
- Visualize ownership, control, trustee, and beneficiary relationships
- Connect accounts and holdings to their legal owners
- Model direct LLC compensation and inter-entity flows
Alternative Asset Intelligence
Track Assets Traditional Portals Miss.
Digital Assets
- Exchange and cold-wallet tracking
- Live or demonstration market pricing
- Manual cold-wallet additions and withdrawals
- Cost basis and gain or loss
- Custody location and value-over-time history
Market prices shown in product demonstrations are illustrative and are not investment advice.
Insights That Matter
From Raw Data to Useful Direction.
Consolidated Net Worth
See total net worth across accounts, entities, and assets.
Ownership Concentration
Identify concentration in entities, trusts, asset classes, and custodians.
Connection Health
Spot stale accounts and broken or manual connections.
Actionable Insights
Use insights to inform decisions with greater clarity.
Comparison
Built for the Way Complex Wealth Actually Works.
Multi-entity ownership
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Manual
Trust and fiduciary records
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Manual
Cash-flow mapping
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Manual
Manual alternative assets
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Supported
Market-based valuation
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Supported
- Spreadsheet
- Manual
Documents and audit trail
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Manual
Household-level reporting
- MY VECTR
- Fully supported by MY VECTR
- Traditional Portfolio App
- Limited
- Spreadsheet
- Manual
Security & Control
Private by Design.
Clear by Default.
Role-Based Access
Control access based on each user’s responsibilities.
Server-Side Boundaries
Protect sensitive operations behind trusted server controls.
Household Isolation
Keep household data separated and correctly scoped.
No Credential Exposure
Never expose privileged credentials through the browser.
Bring Every Part of Your Financial World Into Focus.
No obligation. Your information stays private.