What Roles Can You Assign in a Collaboration Group?
Admin
Full control: can manage members, edit, add and remove files
Manager
Can add, edit, and remove files
Editor
Can edit shared files
Viewer
Has view only access.
Seamless Sharing and Total Control
Real-time Sharing
Share your asset listings in real-time with family, friends, and trustees providing awareness and guidance when it matters most.
Share During Terminal Illness
Through terminal illness sharing, facilitate seamless asset information transfer during critical health conditions, providing timely access to your loved ones.
Posthumous Sharing
Maintain control over your legacy by enabling posthumous sharing, ensuring your assets remain private until after your passing.
Why Does it Matter?
Fits a Busy Lifestyle
Life gets hectic. Let trusted family members or advisors help manage and update your assets, so everything stays accurate without adding to your to-do list.
Share with Control
Give view-only access to avoid unwanted edits or deletions. Your important information stays safe while still being available to the right people.
Support the Ones Who Aren’t
Digitally Savvy
Not everyone is comfortable with digital platforms. Step in to help parents, grandparents, or others manage their finances and documents without overwhelming them.
Enables Professional Management
If you are working with a CA, lawyer, or financial expert, share only what they need, securely and with the right permissions, while staying in full control.
Plans Designed for You!
Premium Plan
Create multiple groups with different people
Assign view, edit, or manage roles based on involvement
More flexibility and control
Free Plan
Create 1 Collaboration Group
Great for sharing with one trusted person or a few close ones
Simple and secure to get
Not sure where to start? Try these
Family Group
Everyone can view, but only your sister can update the files.
Finance Group
Your financial planner gets access only to investment-related files.
Legal Group
Your financial planner gets access only to investment-related files.
You stay in control, while the right people help in the right way.