The command center for business owners, investors, landlords, partners and their advisors, staff, or family members. Track every entity, account, asset, liability, property, and expense with specific viewing permissions given to the people that you choose.
Built for individuals, investors, and business owners that want clarity, consolidation, and collaboration all in 1 place. Accessible by Web App, Mobile Web Browser, or Mobile App.
Manage multiple personal accounts, LLCs, Corporations, Trusts, Retirement Accounts and Partnerships. See ownership structures, accounts, properties, assets, bills, taxes, and liabilities at a glance on a per entity account type basis.
Track real estate holdings, rental income, expenses, mortgages, and property values across your entire portfolio. Import data from multiple property managers into one place to see how properties are performing. Export annually easily for tax purposes.
Categorize expenses by entity or property. Upload receipts for tax purposes to your 1 Place portal.
Monitor investments across accounts. Track performance, dividends, and capital gains in one place. Real-time stock and cryptocurrency price updates.
Share visibility with your accountant, spouse, or partners. Control exactly what each person can see. Perfect for limited access to Assistants, Bookkeepers, CPAs, Heirs and Financial Advisors.
View entire portfolio and per entity asset valuation, liabilities, and net worth dashboards. See monthly per property performance, historical trends, and generate annual property income and expense reports for tax purposes.
You get a 1 Place email address then forward important emails into the 1 Place system for storage. Assign the email with attachments included, to the journal area, as a task, or as a receipt.
One place for all of your tax documents, statements, strategy, estate documents. Store tax returns, K-1s, 1099s, account statements, and meeting minutes in one secure location organized by entity for easy access during tax season.
Add journal entries and tag journal entries to easily come back to later. Document decisions, meetings, and important notes with a searchable record tied to specific entities or properties.
Create your life categories, vision for them, results in each area and the actions needed to take to achieve them. Results and Actions are then integrated in with the task section. Great for the owner of the account to manage their many categories of life and the results to create in each category.
Assign tasks to other users in the system, get notified of tasks assigned to you, and filter tasks by assigned tasks. Stay organized with property-specific and general tasks.
Create an organization-wide username and password list. Make particular logins only visible to those you designate.
Forecast your cash flow 30, 60, and 90 days out. Track projected income and expenses, mark items complete with actual amounts, and see trailing 12-month trends to stay ahead of your finances.
Upload your property management statement and let AI automatically extract, categorize, and save all income and expense line items with no manual data entry required.
Document beneficiaries, trusts, wills, and succession plans. Ensure your assets are protected and properly distributed for generations to come.
Enable optional two-factor authentication for enhanced account security. See a complete audit trail of every action taken by every user in your organization with full accountability.
1 Place App is designed for business owners, real estate investors, landlords, high-net-worth individuals, family offices, and anyone who needs a single consolidated view of their financial life. Whether you manage one rental property or an entire portfolio of LLCs, trusts, and investment accounts, 1 Place gives you and your team clarity, control, and collaboration.
Sign up for free and start tracking your net worth, real estate, stocks, crypto, cash, precious metals, bills, expenses, and life goals all in one place. Available on web browser and mobile app.