Build Generational Wealth with Your Own Family Bank

Powerful tools for families and advisors. Track policy performance, manage family loans, and visualize long-term wealth strategies.

See Features
Bank-Level Security
256-bit Encryption
Secure Cloud Hosting

Everything You Need to Run Your Family Bank

From policy tracking to loan management, we've built the tools that infinite banking practitioners actually need.

Policy Management

Track cash values, death benefits, premiums, and dividends across all your whole life policies.

Family Loans

Create, track, and manage loans between family members with automated amortization schedules.

Analysis Tools

Compound calculators, capital strategy visualizations, and ROI tracking for loan deployments.

Multi-Family Support

Advisors can manage multiple client families with proper data isolation and role-based access.

Document Vault

Securely store policy documents, statements, and promissory notes in one place.

Budget & Cashflow

Track income, expenses, and build toward financial independence with our budgeting tools.

Built For

Families

  • Track your family's whole life policies in one dashboard
  • Request and manage loans from your family bank
  • Visualize your path to financial independence
  • Teach the next generation about money management

Advisors

  • Manage multiple client families from one account
  • Present IBC concepts with built-in visualization tools
  • Ingest policy illustrations automatically
  • Generate reports and track client progress

Ready to Take Control of Your Family's Financial Future?

Join families and advisors who are building generational wealth with the Infinite Banking Concept.