Legacy Managed Simply
The Smartest Way to Organize, Store and Visualize Your Entire Estate
Track, manage, and securely store your estate information. Sharing with only those who need it most
Track Assets, Store Sensitive Estate Information and Collaborate with Trusted Advisors. All in One Platform
3 Key Problems:
- Difficult to centralize important estate records
- No singular, secure place to collaborate with family or advisors
- Keeping estate files, passwords, and notes organized
Centralized dashboard for assets, liabilities, and estate visualization
Share access & permission controls only with those who need it
File Vault for storing important documents (contracts, reports, etc.)
Estate Score to help you know what is most important to focus on
Bank-grade level security for your Data.
End-to-End encryption, secure cloud storage, GDPR/CCPA compliance
Why Choose Byrdseye
Visually see assets, entities and everything else in one place
Upload and organize important estate documents securely
Grant access to family, advisors, or accountants
Full control over who views or manages what
Last Will and Testament
Directs distribution of your assets and names guardians for minor children
HIPPA Authorization
Allows designated people to access your medical information
Letter to Spouse
Store letters to your spouse and loved ones
Healthcare Directive
Specifies your medical care preferences and appoints healthcare proxy
Our Estate Checklist Helps You Know What’s Most Important To Focus On
Don’t take our word for it. Hear it from our users
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Estate Score
Jake Banner
Investor
This is the tool I’ve been waiting for. I can manage client portfolios and securely store their tax and investment documents in one place. It's a game changer for advisors.
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Estate Score
Jessica Kian
Certified Financial Planner
The file vault and permission controls are top-notch. I trust this app with my sensitive financial records more than my own hard drive.
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Estate Score
Jinidar Billi
Business Owner
I’m not super tech-savvy, but setting up my portfolio here was easy. I feel more in control of my finances than ever.
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Estate Score
Jake Banner
Investor
This is the tool I’ve been waiting for. I can manage client portfolios and securely store their tax and investment documents in one place. It's a game changer for advisors.
Frequently Asked Questions
What is this platform used for?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Who can I share my portfolio with?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Is my financial data secure?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Can I revoke someone’s access anytime?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
What types of investments can I track?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
How does the file vault work?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Is there a free version?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Can I use this for managing a family trust or joint investment account?
Our platform helps you track, manage, and securely share your entire investment and wealth portfolio. You can view your holdings, collaborate with others like family members or advisors, and store important financial documents in a protected vault.
Byrdseye Helps You Organize Your Estate with Ease!
Join thousands of customers and begin with the best part of your investments journey