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Activity log
Principals, admins, and compliance-minded operators
A single audit trail of every collaborative change — notes, reminders, versions, role changes, share links — across Family Transitions, Succession, Deal War Rooms, and Engagements.
What you can do
- Filter by subject type or search actor/summary
- Review who changed a plan, note, or share link and when
- Confirm that reminder emails actually went out
Use it when you want to
- Answering 'who edited the plan yesterday?' in one place
- Compliance evidence trail for family-office governance
Tour
1. Activity log
Every collaborative change across the app, scoped to what you have access to.