Everyone who needs to see it can. No one else can.
Share portfolios with family and advisers, and choose exactly what each person can see.
Features
Plan with the people who matter
Bring your family and advisers into one place, with security you control.
Share one portfolio, not everything
Create a workspace for each portfolio and set permissions for each member.
Everyone sees the same numbers
Changes show up on every member's device as they happen.
Know who can do what Pro
Set roles and permissions, and see who changed what, with audit logs.
Decide together, with the facts
Share insights and comments on assets and decisions.
Workspaces
Give your adviser a window, not a key to the house
Share a portfolio with the people who need it, while keeping everything else private.
Decide together, with the facts
Decide together with real-time collaboration, while keeping your records secure.
Roles that match the job
Give each member a role (Owner, Editor or Viewer) with its own permissions and access level.
See changes as they happen
Portfolio changes, comments and decisions show up across members' devices as they happen.
Records for your own peace of mind
An audit trail and access reviews, to help you keep a clear record of who had access.
Choose how much help you want
Essentials
Your family, in sync
$19 /month
- Everything in Free, plus:
- HelloHQ Sync on every device
- A shared workspace for family
- HelloHQ AI, with an allowance
- Beneficiaries and your estate
Pro
A family across borders
$99 /month
- Everything in Essentials, plus:
- Tax by country
- Risk warnings
- Handover packages
- Access control and activity history
Start sharing with the people you trust
Invite family or advisers to a shared workspace in a few minutes.