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Plans

One record, sized to what you hold.

WealthHut has three plans: Personal, Business and Family Office. We do not publish prices. Members of Route 422 Business Advisor and Network Magazine get a plan with their membership.

Redeem your member code Compare the plansSign in

Three plans

Pick the plan by what you need to keep straight

  • Personal

    For a person or a household

    Your own accounts, documents and household records in one place, with the source behind every figure.

    Included with membership levelsListed and Business

  • Business

    For an owner-run company

    A company’s books tied to its statements, its documents, and the questions that need a decision.

    Included with membership levelsCorporate

  • Family Office

    For families with trusts, estates and several companies

    Every estate, trust and company in one record, with ownership history, a decision queue and evidence packs for professionals.

    Included with membership levelsElite

Compare

Every feature, with its status

Redeeming a code records your plan on your WealthHut account for the term of your membership. The hosted workspace itself is Planned, so each row says what plan holders have today, and whether the same capability already runs inside the family office that built WealthHut.

WealthHut plans compared by feature, with the status of each feature today
FeatureStatus for plan holdersPersonalBusinessFamily Office
Member account and code redemptionPilotIn PersonalIn BusinessIn Family Office
Document vault with custodyPlannedIn use internally todayIn PersonalIn BusinessIn Family Office
Books tied to statementsPlannedIn use internally todayPersonal accountsOne companyEvery estate, trust and company
Entity and ownership recordPlannedIn use internally todayNot in PersonalOne companyEstates, trusts and companies
Decision queuePlannedIn use internally todayNot in PersonalIn BusinessIn Family Office
Tax-year preparation supportPlannedIn use internally todayIn PersonalIn BusinessIn Family Office
Evidence packs for professionalsPlannedIn use internally todayNot in PersonalIn BusinessIn Family Office
Scoped, revocable access for advisorsPlannedNot in PersonalIn BusinessIn Family Office
Export of your complete recordPlannedIn PersonalIn BusinessIn Family Office

For members

How members get WealthHut

  1. 01

    Get your member code

    Your publisher, Route 422 Business Advisor or Network Magazine, gives each member a code.

  2. 02

    Sign in

    Sign in to WealthHut. Each code is recorded against your own sign-in, so it cannot be used twice.

  3. 03

    Redeem the code

    Enter it once. Your membership level sets the plan, and the plan runs for your membership term.

Which level gives which plan

Which membership level gives which WealthHut plan
Membership levelWealthHut plan
ListedPersonal
BusinessPersonal
CorporateBusiness
EliteFamily Office

Not a member? Keep your family’s records in one place

We are working with a small number of families and advisors while the hosted product is built. Tell us how your records are arranged today.

Talk to us about early access