You are in demo mode · Data is not persisted after the session · Create account · Session ends in 60:00
Demo preview. These sections mirror the live app menu. Most controls are view-only; display currency still updates the demo the same way as before.

Members

Invite advisors by email (User role). After they accept, assign which assets they can see. In the demo, invitations and permissions are illustrative only.

Invite by email

Sends a secure link (14-day expiry). They must sign in with the same email address the invitation was sent to.

Inviting members requires a real workspace.

Pending invitations

  • casey.patel@example.comexpires 5/1/2026

Members

  • Alex Rivera (you)

    owner

  • Morgan Lee

    admin

  • Sam Advisor

    user

    Asset access for this advisor (read-only preview). Rows use your current demo assets.

    AssetAssignDetailsTimelineDocumentsContactsLocationValue
    1992 Ferrari GT
    1993 Ferrari GT
    1996 Ferrari GT
    2002 Porsche Coupe
    2017 BMW M Berlinetta
    Abstract composition (1977)
    Citation — reg N1032MZ
    Classic camera — collection ref 527
    Diamond suite — Cartier
    Diverse holding #10 (Other)
    Diverse holding #20 (Other)
    Diverse holding #30 (Other)
    Diverse holding #40 (Other)
    Diverse holding #50 (Other)
    Edition print (2005)
    Gold bracelet — Van Cleef
    Gold bracelet — Van Cleef
    Gulfstream — reg N1022MZ
    Gulfstream — reg N1042MZ
    King Air — reg N1002MZ
    King Air — reg N1012MZ
    Landscape suite (1990)
    Landscape suite (1996)
    Lot — Bordeaux 1995 (6 btl.)
    Lot — Bordeaux 1999 (7 btl.)
    Lot — Burgundy 2001 (7 btl.)
    Lot — Tuscany 2011 (10 btl.)
    Lot — Tuscany 2012 (11 btl.)
    Necklace — Bespoke
    Omega Speedmaster
    Patek Philippe Nautilus
    Penthouse — PT
    Portrait study (1986)
    Princess 58m
    Princess 58m
    Riva 41m
    Riva 42m
    Riva 42m
    Rolex Submariner
    Rolex Submariner
    Rolex Submariner
    Signed jersey — collection ref 507
    Signed jersey — collection ref 537
    Signed jersey — collection ref 547
    Signed ring — Heritage
    Villa — ES
    Vineyard parcel — FR
    Vineyard parcel — FR
    Vintage guitar — collection ref 517
    Waterfront flat — IT

← Back to assets