The solution
Compilation comes first because nothing else can be true without it. One spine, the ownership map, and every document, dollar and date hangs off the thing it belongs to. Estorios does not replace the accounting system, the banks or the investment platforms. It sits above them, reads what they produce, and holds the picture they cannot.
Bank and brokerage statements, fund statements and capital calls, royalty checks, leases, loan statements, operating company reports, K-1s and tax returns, insurance schedules, appraisals. Whatever the family owns, in whatever form it arrives.
Each document goes to a reader built for its kind, not to one prompt that tries to read everything. Every field it finds says how sure it is, and a person can see why.
People, trusts, companies, funds, accounts and assets, with dated links between them. A document can propose an owner or a percentage. A person approves before a link is written.
Net worth, cash, the tax forecast, the estate picture, what is coming, the board book. Add an account, a company or a trust and all of them move with it, because there is only one record of it.
The picture
Touch anything in the picture. Every route in it is a path a record takes in the platform, and the tour walks them one at a time.
Walk the routesSwipe sideways · tap anything to light its routes · tap again to open the tour
Others read documents. Others aggregate accounts. Estorios compiles them onto one map of who owns what. The compilation is the point; the reading is the means.