Accounts live in different institutions
Balances scattered across banks, brokerages, and custodians make a true net-worth picture hard to assemble.
The Private Wealth Operating System
Your Entire Financial World. One Clear Direction.
MY VECTR brings accounts, investments, entities, trusts, cash flow, precious metals, and digital assets into one private, beautifully organized financial command center.
For complex households, business owners, families, and advisors.
- Every entity in one view
- Manual and connected assets
- Built for complex ownership
- Private household access
Clarity before complexity
Complex Wealth Shouldn't Feel Fragmented.
Traditional financial tools organize accounts. MY VECTR organizes the complete structure behind your wealth.
Businesses and trusts are disconnected
Operating companies, trusts, and foundations rarely roll up into a single, ownership-aware view.
Physical and digital assets are difficult to track
Precious metals in vaults and crypto in cold wallets sit outside most financial tools entirely.
Important decisions lack a unified picture
Without one coherent view, it is difficult to see concentration, movement, and direction clearly.
One financial command center
See the Structure Behind the Numbers.
MY VECTR connects ownership, accounts, holdings, and the movement of capital, so every part of your financial life is visible in one coherent place.
- Consolidated household visibility
- Entity-aware ownership and reporting
- Clear separation of internal transfers and external cash flow
Net Worth
$0
Entities Tracked
0
Built around real wealth
Everything Important. Finally Connected.
Cash Flow Architecture
Understand How Capital Moves.
Trace income, distributions, premiums, donations, and owner compensation across businesses, trusts, foundations, and personal accounts.
- Separate internal transfers from external income
- Follow capital across entities
- Surface retained cash and concentration
Beyond traditional accounts
Track the Assets Traditional Portals Miss.
Physical Metals, Valued at Current Spot Prices
Record gold, silver, platinum, and palladium held in private safes or third-party vaults. Separate changes caused by quantity from changes caused by spot price.
- Quantity history
- Spot pricing
- Cost basis
- Vault records
Exchange and Cold-Wallet Assets in One View
Track exchange accounts and manually maintained cold wallets while using current market pricing to understand portfolio value over time.
- Exchange accounts
- Cold wallets
- Market pricing
- Transaction history
Market prices and portfolio illustrations shown on this website are for demonstration purposes and are not investment advice.
How it works
From Fragmented to Financially Clear.
- 01
Organize
Add households, entities, trusts, accounts, and manually held assets.
- 02
Understand
See ownership, allocation, cash movement, and concentration in one coherent view.
- 03
Act
Use clearer information to collaborate and make better-informed decisions.
Privacy by design
Your Financial Structure Deserves Serious Protection.
MY VECTR is designed around private household access, clear data boundaries, and controlled financial visibility.
Household-scoped access
Visibility is limited to the people within a household structure.
Server-side authorization
Access checks are enforced on the server, not in the browser.
Encrypted connections
Data in transit is protected with encrypted connections.
Private-data boundaries
Sensitive financial details stay within defined boundaries.
Who it's for
Built for Wealth That Has Outgrown a Spreadsheet.
Complex Households
Bring every account, asset, and entity into one household view so nothing important lives in a forgotten spreadsheet.
Business Owners
Separate operating companies from personal wealth while still seeing how capital moves between them.
Families With Trusts
Map ownership across trusts and foundations, and report on either an entity or a consolidated basis.
Advisors & Family Offices
Give clients a clear, shared picture of their structure and collaborate from the same organized source of truth.
The MY VECTR Philosophy
Wealth rarely becomes simpler as it grows. MY VECTR makes the structure understandable.
Your Wealth Has Direction. Now Give It a Clear View.
See how MY VECTR can organize your financial world.
No obligation. Product demonstrations use fictional financial data.