Use cases

One system.Every financial life.

The same twin, shaped by whoever it belongs to and whatever their year is asking of them.

01

Employee with RSUs

Vesting, withholding, sell-to-cover and concentration risk modeled to the dollar.

02

Startup founder

Options, exercises, dilution, liquidity events and the tax timing that decides outcomes.

03

Investor

Portfolio-wide risk, correlation with your income, and harvesting opportunities.

04

Cross-border employee

Residency, treaty relief and sourcing rules tracked across every year you worked.

05

Family

Shared goals, joint obligations, education planning and protection in one model.

06

Retiree

Drawdown sequencing, longevity risk and tax-efficient withdrawals.

07

Young professional

First salary, first equity, first mortgage — with the twin already learning.