Wealth advisory
Household workspaces for a shared planning method
Advisors repeat a planning conversation with details that are nobody else's. Acumane separates the firm's method from the household's documents, notes, and members.
In the workspace
- The agent knows how the firm explains risk. The space holds that household's facts.
- Paraplanners join as editors. The household can be invited as viewers.
- Audit history covers who changed the agent and who joined the space.
A fit when
- Registered firms with a house process
- Teams that refuse a single shared chat
- Practices adding staff without adding a new method