Wealth Advisors, RIAs & CFPs
See the full estate context around the assets you manage.
Provide holistic financial wellness. Identify outdated beneficiary designations, coordinate with client attorneys, and retain multi-generational wealth seamlessly.
Holistic Asset Mapping
Gain visibility into illiquid assets, real estate, business entities, and life insurance policies held outside your custody.
Beneficiary Audit Engine
Ensure TOD/POD designations on custodial accounts match testamentary intentions without conflicting with revocable trusts.
Next-Gen Wealth Retention
Connect with adult children and surviving spouses before liquidity events, preserving advisory relationships across generations.
Strict Fiduciary Privacy (DF-7 & BR-12)
Bank-grade security with granular client authorization
HomesHub operates under strict zero-knowledge architecture. Advisors receive visibility only into nodes and categories explicitly authorized by the household.