Features
Nine modules. One estate. Built for the assets, accounts, and tax regimes you actually deal with — not a translated American product.
Consolidate every קרן פנסיה, קופת גמל, and ביטוח מנהלים into a single view. Project value at 60, 65, and 67. Compare lump-sum versus monthly annuity. Flag accounts missing a beneficiary — the most common estate gap in Israel.
Property-by-property records with mortgage, equity, ownership structure, and an honest after-tax value. We compute Mas Shevah using linear allocation and flag potential single-apartment exemptions before they affect your plan.
Vesting schedules across multiple grants and employers. Section 102 trustee route, non-trustee route, capital gains versus ordinary income — all modeled per grant, not per person.
Manual entry or read-only exchange connectors. Cost basis is preserved — because the day your heirs need it, reconstructing it from exchange exports is a six-month project.
Ask the planner a question in plain Hebrew or English. Compare retirement ages, sale timings, beneficiary structures, and emigration scenarios — and see the after-tax estate effect immediately.
One screen for total estate value, asset allocation, after-tax position, and unresolved planning gaps. Refreshes live as exchange prices and exchange rates move.
Designate beneficiaries per account and see, year by year, who receives what under your current plan. Catch contradictions between pension designations, will, and intent.
Title deeds, grant agreements, pension statements, marriage certificates — encrypted, organized, and accessible to the right people at the right time.
Every core feature is usable without an advisor. Optional advisor invites and read-only share links arrive in Phase 3 — for the moments you do want a second pair of eyes.
Roadmap
We ship in three waves. Phase 1 covers the assets every household already has. Phase 2 adds the AI planner and crypto. Phase 3 opens the door to advisors and Israel Tax Authority pre-fill.
Phase 1
Q3–Q4 2026
Pension, real estate, RSU/ESOP, Section 102 logic, real-time dashboard. Multi-tenant foundation.
Phase 2
Q1–Q2 2027
Crypto with exchange connectors, optimization wizard, AI planner, advanced dashboard with scenario overlays.
Phase 3
H2 2027
Optional advisor share links, automated ITA pre-fill, notarized will hooks, mobile app wrapper.