Connect your assets and team to get your house in order.
With a holistic view across all of your operation, Execos allows you to easily understand your opportunities and risks, rich analytics and what to do next.
Organize critical information associated with your real estate, investments and retirement.
Smart document import and a guidance engine to help you optimize and grow.
Compile and format all contact information for your team and service providers.
We offer 24/7 support. Especially at night, weekends and on holidays.
Full Control of your Assets
Organize real estate, finances and investments.
Organize the information, records and documents needed to operate your real estate. Securely store deeds, leases, mortgage records, insurance declarations, inspections, surveys, and more.
File all relative details about the vehicles you own. Get maintenance and registration reminders to save money.
Aggregate the information associated with your investments, including private equity, stocks, bonds, ETF, and alternative investments.
Compile a snapshot and detailed view of your cash on hand, credit, 401k, IRA and Roth IRA, HSA, insurance, and debt.
Team Contact Information
Stay connected to your team and service providers.
Your spouse and family may need priority access to what's most important.
Each asset has service providers that are unique. The relational contact database will keep everyone connected.
Grant access to your Executive Assistant, lawyer, CPA, business manager, banker, and more.
Share operating agreements and meeting notes in a secure environment to remain compliant.