Family-controlled permissions
Families grant role-based access advisor by advisor.
For wealth managers
Every client family, clearly in view.
Offer each family its own private Cendron Wealth workspace under your brand, then see every alert and open recommendation from one command center.
Book a demoCommand center
See where your attention matters.
Illustrative firm view · 38 families · $2.41B on platform · 6 need attention.
| Family | Net worth | Today | Open items | Status |
|---|---|---|---|---|
| Family A | $184.2M | +0.42% | 3 recommendations | On track |
| Family B | $62.7M | −0.31% | Loan-to-value at 76% | Act today |
| Family C | $41.0M | +0.12% | K-1s arriving | Review |
| Family D | $29.8M | +0.58% | Spending up 22% | Review |
| Family E | $118.5M | +0.21% | None | On track |
Master account
One firm login. Every family remains private.
Each family controls which advisors can enter its workspace and what they may see. Your team reviews and approves every analysis or draft before anything reaches a client.
Approvals before delivery
Cendron prepares analysis and drafts; your team decides what reaches clients.
White label
Your firm’s brand carries the client experience while Cendron works behind the curtain.
Client onboarding
Invite a family and Cendron’s guide walks them through the full connection process.
Advisor pricing
Start with the model that fits your firm.
Advisor plans start at $4,000/month plus a per-family fee. Firm plans start at $75,000/year and are priced on assets on platform.
By invitation
Give every client a private family office system.
Cendron Wealth is onboarding a small number of families and advisory firms each quarter.