User Guides
Documentation for every phase
Browse guides organized around the twelve phases of the My VECTR Family Office platform.
Guide categories
- Phase 1 · 7 topicsGetting StartedSign in, secure your account, and set up the foundations of your My VECTR experience.
- Phase 2 · 7 topicsProposals & PaymentsReview proposals, understand entity relationships, sign electronically, and pay securely.
- Phase 3 · 8 topicsFinancial AccountsConnect institutions and record every asset and liability your family office manages.
- Phase 4 · 6 topicsFinancial DashboardUnderstand net worth, ownership, income, expenses, and the freshness of your data.
- Phase 5 · 5 topicsMobile ApplicationUse My VECTR on iOS and Android, including notifications and mobile security.
- Phase 6 · 7 topicsTax ResolutionStart a tax resolution case, provide records, and follow it through to resolution.
- Phase 7 · 7 topicsWealth WranglerWork with the My VECTR intelligent family office assistant safely and effectively.
- Phase 8 · 7 topicsOnline NotaryPrepare for remote notarization, verify identity, and receive completed documents.
- Phase 9 · 6 topicsLegal DocumentsComplete questionnaires, review trust and entity documents, and use the secure vault.
- Phase 10 · 5 topicsService DeliveryTrack service requests from preparation through execution, shipping, and receipt.
- Phase 11 · 7 topicsFinancial IntelligencePlan budgets, goals, forecasts, retirement, and what-if scenarios.
- Phase 12 · 7 topicsInternational WealthManage foreign currency accounts, international assets, and global net worth.