Build the picture
your clients love.
Your high-net-worth clients arrive at every meeting organized, reconciled, and cited — their whole household across every custodian and entity, in one place. You advise on a clean picture instead of assembling one. No AUM take, no revenue share, no software for them to learn.
What your client sees
Their whole financial life, finally in one place.
A beautiful, honest dashboard organized by entity, with AURA — a cited AI assistant — that shows its work on every number. They show up to your meetings prepared — and impossible to advise badly.
What you see
The same picture — read-only, reconciled, cited.
An entity-organized seat into your client's household and a quarterly brief in your inbox — both coming soon. You keep the relationship; Formation keeps the books honest.
The depth your clients arrive with
How the collaboration works
Your client runs Formation
They connect every custodian and entity — organized the way their life is structured.
You get a read-only seat (coming soon)
An entity-organized, fully-cited dashboard. Read-only — you can never move money or place a trade. Rolling out after launch.
A quarterly brief lands in your inbox (coming soon)
An auto-generated review PDF your team uses without re-keying from a pile of statements. On the post-launch roadmap.
The lead routing, fees, and launch-partner terms live on the partner program page →