For advisers, accountants & wealth managersAdvise on the full picture.Without the password handover.
Clients grant you secure, audit-logged, read-only access to the parts of their financial life you actually need to see, for the time you actually need it. No screen-shares, no shared logins, no surprises at audit time.
What you can do inside a client's account
Built for the work that pays: review, recommend, report. Not for grinding through CSV exports.
Magic-link client access, time-boxed
Clients grant you read-only access through a 256-bit single-use magic link that expires in 15 minutes. Configurable session lengths from 1 to 365 days, scoped per resource: portfolio, account, transaction, budget, or goal.
Full audit trail on every action
Every adviser data access is logged with timestamp, IP, and resource detail. A dedicated audit endpoint lets your firm and our staff team review compliance history end to end.
Household & multi-member collaboration
Owner, admin, member, and viewer roles for households so couples, families, or co-investors can share visibility on the resources you're advising on, with role-based invite management and 3-day magic-link expiry.
Reports that read like statements
PDF exports for spending summaries, portfolio performance (TWR and MWR), tax summaries, net-worth statements, goal progress, and transaction histories. Schedule them and let Arlenz email them on cadence.
Portfolio drift alerts & tax-aware rebalancing
Daily monitoring of target allocation bands per portfolio. Arlenz proposes trades with estimated tax impact, transaction costs, and residual drift, without executing anything.
Tax-aware optimisation objectives
Choose minimise-drift, minimise-tax, harvest-losses, or realise-gains. Proposals respect account-level segregation, lot-selection policies (FIFO/LIFO/HIFO), and CA/US tax-jurisdiction constraints.
Built so you can show your working.
Regulators ask hard questions. Arlenz keeps the answers: who saw what, when, from where, and on whose authority.
- ✓Role-based resource sharing across owner, admin, member, and viewer.
- ✓Audit trails capture timestamp, IP, and user agent on every adviser action.
- ✓GDPR Article 20 portable data exports available on request.
- ✓256-bit encryption at rest, TLS 1.2+ in transit, MFA enforceable per account.
Bringing your practice on board?
We're actively onboarding a small group of professional partners ahead of public launch. Tell us how you work and we'll build the integration around it.
Manage your money without giving up your privacy.
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The modern way to manage your wealth without sweat
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