How It Works
From setup to your first brief — tonight.
Five steps that give your family a complete financial picture — and a daily brief that tells you exactly what needs your attention.
Build your picture.
Start with your name, family situation, and the countries where you hold assets. No account required at this stage. maivis builds a picture around what you tell it — cross-border families typically span 3–4 countries and 6–8 asset types. The more complete your input, the more useful the first brief.
No credit card. The picture starts immediately.
Connect your accounts.
UAE accounts connect via Lean Technologies, the regulated open banking layer for MENA. UK, US, and Canadian accounts connect via Plaid. For India, Switzerland, or any market without native banking support — upload a PDF statement or forward a bank email to your private vault address. maivis extracts the numbers and adds them to your register.
Read-only access. You can disconnect any account at any time.
Add your family.
Invite family members by email. Set their permission level: Admin, Member, or Read-Only. Each person accepts the invitation independently. You always control access.
Every family member included in the $250/year price.
Upload your documents.
Wills, property deeds, insurance policies, passports, trust deeds — drag them into the Vault. Everything is encrypted with AES-256-GCM on your device before upload. maivis stores only the ciphertext. Not even maivis engineers can read your documents. Forward any email with financial attachments to your vault address and it files itself.
Encrypted on your device before upload. A server breach cannot expose your documents.
Get your brief by 07:00.
By 07:00, your brief is ready — three things, ranked, with the context to act. Not a feed. Not a dashboard alert. A brief.
Daily. Personalised. Delivered before your morning coffee.
What you get
A live picture. A daily brief. A family that can see itself.
Morning Brief
Three things, by 07:00. Every morning.
Family Resilience Score
0–100. Recalculates as your picture grows.
Document Vault
AES-256 encrypted. Forward any email to file it.
Spend Intelligence
Every account, one view, in your base currency.
7-day free trial · $250/year after · Whole family included