Your connected workspace
Keep the decision.
Carry the work forward.
Organize a project, name the next action, and keep concise working notes across Wealth Synergy tools. You decide what belongs here.
Account access
Sign in to open your workspace.
Your cloud projects are available only after you sign in. Public tools remain free to use without an account.
Free public tools
One useful place to begin
Create a project around a decision.
Name the objective, current stage, and next action. You can add notes from each public tool as the work develops.
New project
Shape the next move
Revision conflict
A newer saved version exists.
Your draft is still in the editor. Refresh the saved revision without replacing your fields, then review and save again.
Working record
Notes by workstream
Keep this practical and non-sensitive.
Portable public-tool output
Bring JSON into this project
Paste JSON exported from a public tool. Nothing is fetched from a URL and no file is uploaded.
Preview before saving
User-supplied JSON
Boundary: this content is user-supplied and has not been verified as reviewer evidence, a credential, financial evidence, or an identity claim.
Saved record
Inspect record
This is stored project content. Imported content remains user-supplied and unverified.