Wealth360 User Guide

Manage your global assets, liabilities, and net worth in one secure location. Use this guide to understand how to navigate and use your wealth management platform.

Dashboard Assets Liabilities Family & Entities

Executive Dashboard

Route: /a/dashboard/

The executive overview of your total financial position. Use this page for a 30-second snapshot of your wealth.

  • View Key Metrics: See your Total Assets, Total Liabilities, and Net Worth instantly.
  • Track Growth: Monitor your Net Worth history through high-contrast trend charts.
  • Check Allocation: See how your wealth is distributed across categories like Real Estate or Private Investments.
  • Recent Activity: Quickly review the last 5 assets added or updated.

Asset Management

Route: /a/assets/

What you can do:

  • Add new assets (Cash, Real Estate, Business Interests, etc.).
  • Filter your list by category or legal owner.
  • Upload valuation documents for record-keeping.
  • Click any asset to view its specific details and history.

Details Route

To view a specific asset:
/a/asset_details/id/:id

Liabilities & Debt

Route: /a/liabilities/

Manage your mortgages, loans, and credit lines to keep your Net Worth calculation accurate.

  • Summary: View your total outstanding balance and average interest rates.
  • Add Debt: Record new loans, link them to specific assets, and attach loan agreements.
  • Monitor Maturity: Track when loans are due to expire or require refinancing.

Family & Holding Entities

Route: /a/family_entities/

Organize who owns what. Define the people and legal structures in your portfolio.

Family Members

Add individuals, set relationships, and define their ownership percentages.

Legal Entities

Set up Trusts, LLCs, and Holding Companies to attribute assets correctly.

Import Center

Bulk upload your data using Excel or CSV files. Follow the 3-step wizard to map your columns and process records.

Route: /a/import_center/

Historical Snapshots

Look back in time. View your exact financial position from any previous day to track performance over years.

Route: /a/history/

Team & Access

Route: /a/team_management/

Control who can see your wealth information.

Role Permissions
Family Admin Full control over all data and users.
Advisor View-only access or limited editing for reporting.
Member View family wealth and specific assigned assets.

Wealth360 Security: All data is tenant-isolated and encrypted.