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Books, close, and any modules provisioned to your account.
Add allocation monitoring
Self-serve · individuals & operators
Allocation for individuals
SKU map: Snapshot (free) · Essentials = Core · Tax-aware = Intelligence (includes paid Allocation Evidence + Attach to Business Close) · Operations = Autonomous. Informational tooling only, not investment advice. Labs / Flywheel stay invite-only.
You set targets, sleeves, and thresholds. Lawenots surfaces explainable drift, tax-aware lot previews, and Allocation Evidence packages — not trade instructions or investment advice.
Individual allocation setup →Compare allocation tiers →Prefer books first? Register for business books →
Labs (including Flywheel) remains invite-only private beta. Request Labs access →