Who's It For
Built for Wealth That Has Outgrown a Spreadsheet.
MY VECTR brings every account, entity, trust, holding, and document into one clear financial structure.
- Complex Ownership
- Multi-Entity Wealth
- Private by Design
- Advisor Collaboration
Designed Around Real Financial Lives
One Platform. Different Paths to Clarity.
Whether you run a business, steward a family enterprise, or advise others, MY VECTR adapts to the way you manage wealth.
For Business Owners
See the Business and the Household as One Financial System.
- Separate business and personal ownership clearly
- Trace compensation, distributions, and loans
- Organize operating accounts and investments
- Understand total exposure at a glance
For Trust-Centered Families
Make Complex Trust Structures Easier to Understand.
- View trustees, beneficiaries, and protectors
- Map entity relationships with clarity
- Centralize trust documents and records
- Plan and prepare for future generations
For Family Offices
Coordinate the Entire Financial Structure Without Losing the Details.
Household Oversight
See the full financial picture across every layer.
Entity Mapping
Map complex structures with precision.
Alternative Assets
Track private investments, real estate, metals, and more.
Reporting & Review
Create reports and review with confidence.
Alternative assets represent 34% of total holdings.
For Advisors & Professional Teams
Collaborate Around One Shared Financial Picture.
- Organize clients for a clear, client-ready view
- Share context with documents and notes
- Track readiness and action items
- Reduce time spent on fragmented spreadsheets
Find Your Fit
Built for the Way You Manage Wealth.
Business Owners
Unify business and personal finances
Entity Complexity
Moderate
- Business Owners Alternative Assets: includedAlternative Assets
- Business Owners Collaboration: includedCollaboration
- Business Owners Documents: includedDocuments
- Business Owners Readiness Planning: includedReadiness Planning
Trust-Centered Families
Clarify trusts, entities, and relationships
Entity Complexity
High
- Trust-Centered Families Alternative Assets: includedAlternative Assets
- Trust-Centered Families Collaboration: includedCollaboration
- Trust-Centered Families Documents: includedDocuments
- Trust-Centered Families Readiness Planning: includedReadiness Planning
Family Offices
Coordinate complex wealth structures
Entity Complexity
Very High
- Family Offices Alternative Assets: includedAlternative Assets
- Family Offices Collaboration: includedCollaboration
- Family Offices Documents: includedDocuments
- Family Offices Readiness Planning: includedReadiness Planning
Advisors
Serve clients with a shared financial view
Entity Complexity
Varies
- Advisors Alternative Assets: includedAlternative Assets
- Advisors Collaboration: includedCollaboration
- Advisors Documents: includedDocuments
- Advisors Readiness Planning: includedReadiness Planning
Different Starting Points. The Same Clearer Direction.
- 1
Organize What You Own
Bring every account, entity, and document together.
- 2
Understand How It Connects
See relationships, cash flows, and total exposure.
- 3
Identify What Needs Attention
Spot risks, gaps, and opportunities early.
- 4
Act With Greater Confidence
Make informed decisions with a complete view.
The more complex the financial life, the more valuable a clear structure becomes.
The MY VECTR Philosophy
Your Financial Life Is Unique. Your View Should Be Too.
Discover how MY VECTR brings clarity to complexity so you can move forward with confidence.