One place for your family's records
Wholekin
Back to solutionsSolution
For keeping accounts and loans organized
For families with a few accounts and loans across different banks, Wholekin keeps the picture together.
Managing the family's accounts and loans
Bank accounts, credit cards, mortgages, and other loans — see what's where, who owns what, and what's outstanding.
Keep accounts, documents, and related events together.
History that supports reviews when things change.
Better visibility across multiple banks and lenders.
Accounts and loans are scattered across statements, apps, and conversations.
When a payment is missed or terms change, nobody has the full picture.
It's hard to keep track of what's secured against what.
For keeping accounts and loans organized
Bank accounts, credit cards, mortgages, and other loans — see what's where, who owns what, and what's outstanding.
One place to see all the family's accounts and loans.
Easier to talk to a banker, broker, or advisor with the full picture in front of you.
Easier to notice unusual charges or terms that have drifted.
Related solutions
Insurance, the right way
Know what you own, what it's worth, and what's covered — so renewals, changes, and claims are straightforward.
Family offices
Give your team one shared place for the principal's records, advisors, decisions, and history — instead of email threads and personal notes.
Planning an inheritance
Get the documents, valuations, and ownership history organized before the conversations with the lawyer and accountant.