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.
Asset Assign Details Timeline Documents Contacts Location Value 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