Ready to get your house in order? We're here to help.   GET STARTED
Ready to get your house in order? We're here to help.
GET STARTED

ExecOS

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.




Assets

Organize critical information associated with your real estate, investments and retirement.





Tools

Smart document import and a guidance engine to help you optimize and grow.





Team

Compile and format all contact information for your team and service providers.





24/7 Support

We offer 24/7 support. Especially at night, weekends and on holidays.


Full Control of your Assets

Organize real estate, finances and investments.


Real Estate

Organize the information, records and documents needed to operate your real estate. Securely store deeds, leases, mortgage records, insurance declarations, inspections, surveys, and more.





Vehicles

File all relative details about the vehicles you own. Get maintenance and registration reminders to save money.





Investments

Aggregate the information associated with your investments, including private equity, stocks, bonds, ETF, and alternative investments.





Finance

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.


Family

Your spouse and family may need priority access to what's most important.





Service Providers

Each asset has service providers that are unique. The relational contact database will keep everyone connected.





Staff

Grant access to your Executive Assistant, lawyer, CPA, business manager, banker, and more.





Governance

Share operating agreements and meeting notes in a secure environment to remain compliant.



Is ExecOS right for you?


Get Started

ExecOS

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.

  Assets

Organize critical information associated with your real estate, investments and retirement.


  Tools

Smart document import and a guidance engine to help you optimize and grow.

  Team

Compile and format all contact information for your team and service providers.


  24/7 Support

We offer 24/7 support. Especially at night, weekends and on holidays.


ExecOS Macbook




Full Control of your Assets

Organize real estate, finances and investments.





  Real Estate

Organize the information, records and documents needed to operate your real estate. Securely store deeds, leases, mortgage records, insurance declarations, inspections, surveys, and more.


  Vehicles

File all relative details about the vehicles you own. Get maintenance and registration reminders to save money.

  Investments

Aggregate the information associated with your investments, including private equity, stocks, bonds, ETF, and alternative investments.


  Finance

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.





ExecOS Macbook

  Family

Your spouse and family may need priority access to what's most important.


  Service Providers

Each asset has service providers that are unique. The relational contact database will keep everyone connected.

  Staff

Grant access to your Executive Assistant, lawyer, CPA, business manager, banker, and more.


  Governance

Share operating agreements and meeting notes in a secure environment to remain compliant.



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