Two tiers. Both encrypted. Both yours.
Continuity System is the entry door — a private record and a quiet safety net. Portfolio Clarity adds the full analytical view. Start where you are; move up any time.
Continuity Tier
Foundations
- Encrypted personal record of every asset
- Multi-currency, multi-institution, multi-jurisdiction
- Direct and indirect holdings (entities, trusts)
- 14 investment classes
- CSV upload from spreadsheets
Continuity — the quiet safety net
- Trusted Contacts (add and manage)
- Encrypted document vault
- Continuity Assets (automobiles, life insurance, jets, yachts)
- Quiet 90-day check-in cycle
- Two-administrator verified release
- Instant pause or revoke
Analytical View
- Unified dashboard (Overview)
- Portfolio allocation (type / currency / country)
- Performance & Time-Weighted Return
- Benchmark comparison (ACWI, Global Agg, Gold, custom)
- Statement of Net Worth + Liabilities
- Cashflow Calendar (3 / 6 / 9 / 12 months)
- Tax Data Pack (any tax year)
- Current Tax Year Position
- Portfolio sharing (view-only, granular)
- Excel and PDF exports
Security & Privacy
- Field-level encryption
- Two-Factor Authentication
- Google "Quick View" read-only session
- Zero-knowledge design
How you join
- Sign-up — Self-serve
- Pricing — Entry-level annual fee
- Move up any time (record carries over)
Clarity Tier
Foundations
- Encrypted personal record of every asset
- Multi-currency, multi-institution, multi-jurisdiction
- Direct and indirect holdings (entities, trusts)
- 14 investment classes
- CSV upload from spreadsheets
Continuity — the quiet safety net
- Trusted Contacts (add and manage)
- Encrypted document vault
- Continuity Assets (automobiles, life insurance, jets, yachts)
- Quiet 90-day check-in cycle
- Two-administrator verified release
- Instant pause or revoke
Analytical View
- Unified dashboard (Overview)
- Portfolio allocation (type / currency / country)
- Performance & Time-Weighted Return
- Benchmark comparison (ACWI, Global Agg, Gold, custom)
- Statement of Net Worth + Liabilities
- Cashflow Calendar (3 / 6 / 9 / 12 months)
- Tax Data Pack (any tax year)
- Current Tax Year Position
- Portfolio sharing (view-only, granular)
- Excel and PDF exports
Security & Privacy
- Field-level encryption
- Two-Factor Authentication
- Google "Quick View" read-only session
- Zero-knowledge design
How you join
- Sign-up — By invitation
- Pricing — Premium annual fee
- Move up any time (record carries over) — —
Before you decide
What’s the difference between Continuity System and Portfolio Clarity?
Continuity System is the entry door — a private record of what you own, plus a quiet safety net for the people you trust. Portfolio Clarity is the full house — it includes everything in Continuity System, plus allocation charts, performance tracking, tax-year data and portfolio sharing. You can start with Continuity System and move up whenever you’re ready.
Continuity System
A private record of every asset you own — clear for you today, and quietly ready for the people you trust if you’re ever unavailable.
Create AccountPortfolio Clarity
Everything in Continuity System, plus the full analytical view — portfolio allocation, performance, tax data, net worth and portfolio sharing.