The Three-Minute Tour
Look first. Then open the same book yourself.
Every panel below is a real capture of a seeded sandbox tenant — the same 19-client, 42-account firm a signup hands you, free, in about thirty seconds. Nothing here is a mock-up, and nothing below asks for your calendar.
Skip the tour — open your firmStop 1 · The unified book
One book across four custodians
6 of your 42 seeded accounts live at Schwab, Fidelity and Pershing in aggregated custody, sitting in the same portfolios as the natively-custodied ones. The same strategy, the same drift bands and the same rebalancer span all of them — which is the entire argument for an overlay, made on screen instead of in a slide.
The accounts view, one row per account, custodian by custodianSandbox tenant · seeded book Stop 2 · The tax desk
Three years of lots, one harvest waiting for you
The seeded book carries three years of backdated history through the real fill path: genuine holding periods, realized gains in two tax years, a real wash sale, and harvestable losses in both terms. A harvest run sits at ORDERS_GENERATED when you arrive — approving it, or picking it apart lot by lot, is the first ten minutes of the trial.
The harvest list over the seeded lots, ready for reviewSandbox tenant · seeded book Stop 3 · The models
Firm models with real analytics behind them
3 of the 4 seeded portfolios are backed by firm models — the fourth carries direct weights on purpose, because both shapes are first-class. Model analytics, drift measurement and the trading desk's by-model grouping all resolve against the same records.
Model analytics over a seeded firm modelSandbox tenant · seeded book Stop 4 · The practice
A practice in motion, not a database at rest
Every advisory client arrives with a meeting history — briefings, transcripts, action items — plus review cadence the dashboard actually reads: overdue reviews, clients needing contact, cash flowing in and out this month. Today's meeting is deliberately left unbriefed, so the first AI briefing you see is one you generate.
The meeting history a seeded client carries on arrivalSandbox tenant · seeded book Stop 5 · Your clients' side
Sign in as your own clients
4 seeded people can sign in to the client portal — one advised, three self-directed — and the portal derives each experience from the shape of their accounts, exactly as it does for a real firm. Their credentials are listed on your advisor dashboard; open one in another browser and evaluate both sides of the product from one signup.
The self-directed shell one of the seeded clients lands inSandbox tenant · seeded book
That was the tour. The product takes thirty seconds more.
Everything above exists in your own tenant the moment you sign up — the same book, plus the parts a page like this can't show: the rebalancer generating real orders, the billing preview pricing a quarter line by line, and API keys you mint yourself. Free for 30 days, no credit card, no scheduling link.