Account, integrations, and notification preferences
Select which entities are included when viewing Family Office mode
Links this login to the person you are in the CRM. Fee and carry income are credited through a vehicle's GP roster, which names contacts, so without this link your own share cannot be matched to you.
Passkey private keys stay in your device or OS credential manager. Archivist stores only the public credential.
This browser cannot create or use passkeys. You can still manage authenticator and recovery access at sign-in.
Trash
View and restore deleted items
Gmail
Phase 1F
Google Drive
Phase 1G
Google Calendar
Phase 1K
Outlook
Phase 1O
Plaid (Brokerage)
Phase 2C
Configurable notification channels and thresholds coming in Phase 1N.