All tools
Getting Started
Portal Dashboard
All users
Your daily starting point — engagements, deliverables, and quick actions in one view.
What you can do
- Open an active engagement
- Review recent deliverables
- Jump to any core tool from the top nav
Use it when you want to
- Morning check-in
- Resume where you left off
Tour
1. Welcome to BlackKey Intelligence
This is your home base. Everything you need lives one click from here.
2. Primary navigation
Deals, Concierge, Exchange, Chief of Staff, Ask Jeremy, and Intel — your everyday tools.
3. Entity switcher
Family-office mode — filter the whole app by trust, LLC, or principal group.
4. Help anytime
Click here to open the Help hub, replay any tour, or ask the AI Coach.