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.
Drift detection & rebalancing simulation
Daily monitoring of target allocation bands per portfolio. The simulation engine generates proposed 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 in one place — 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.
The Only Way to See the Future You’re Building. Start Your Journey Now.
Manage & track your wealth. All in one account
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