Your plan

Your plan

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Topics

• Backup, export and restoreOpen

  Keep a copy of your encrypted workspace and know how to restore it.

• HelloHQ GuideOpen

  Install HelloHQ, keep your workspace in sync, and find the help for your plan.

• iCloud and Dropbox syncOpen

  Keep a free workspace in step across devices without a HelloHQ account.

• Install and first runOpen

  Get HelloHQ onto your computer or phone and open your first local workspace.

• Local AIOpen

  Use a model on your device, or your own provider key, without sending your data to HelloHQ.

• Plans and billingOpen

  What each HelloHQ plan includes, and how to change or cancel it.

• Portfolio, debts and recapOpen

  Track what you own and owe, and see the net-worth picture on your device.

• Privacy and your dataOpen

  What HelloHQ can read, what it cannot read, and where your keys live.

• Sign in, devices and recoveryOpen

  How the HelloHQ account, sign-in and device approval work.

• TroubleshootingOpen

  The first-run questions that solve most HelloHQ problems.

• AI-assisted statement importEssentials

  Drop in a statement, review what HelloHQ found, and approve the records.

• ApprovalsSFO

  Add a second approver for the actions that move money or change the structure.

• Bank and crypto account syncEssentials

  Connect an account and keep balances current without manual entry.

• Beneficiaries and successionEssentials

  Record who should receive each asset, and keep the record current.

• Compliance toolsSFO

  The incentive monitor, regulatory calendar, KYC dossier, CRS/FATCA list and evidence pack.

• Entity structureSFO

  Record trusts, holding companies, SPVs and foundations and who owns them.

• Handover packages and the estate relayPro

  Prepare sealed packages and decide when they are released.

• HelloHQ SyncEssentials

  Encrypted sync through HelloHQ's servers, with per-device approval and a shared workspace.

• Managed AIEssentials

  The managed AI allowance included with a plan, and how to see what it is using.

• Shared workspaces and collaborationEssentials

  Invite family or advisers into a workspace and work on the same records.

• Single sign-on and SCIMSFO

  Let the organization sign in through its own identity provider, and manage people with SCIM.

• Tax by countryPro

  Apply tax rules on your device, figure by figure, and see what the number includes.