For firms
Run it across the firm. See counts, never clients.
The firm console shows seats, advisors, aggregate readiness and an audit trail. It has no client list and no way to open a record. It does carry the firm’s decisions: who may advise, who signs off a death report, and who takes over a book.
The firm console
Four screens from where the firm sits.
Seats, advisors, the audit trail and the death-report queue. None of them names a client.
Overview
Seats and readiness for the whole firm.
3of 8
advisor seats in use. Clients are unlimited and never billed.
Readiness counts the clients who have started. The split by document type appears once 5 clients are engaged. Below that the console shows totals only, because a per-type count would describe one client.
The seat is the billing unit: one flat annual rate for each advisor.
Overview
Firm Acme Wealth41 activeReadiness 70.7%
- Advisor seats
- 3 / 8
- used / ordered
- Active clients
- 41
- unlimited
- Firm readiness
- 70.7%
- 29/41 engaged
Advisor seats
Seats used vs. orderedthe billing unit3 of 8 advisor seats used
5 seats remaining
Readiness roll-up
Firm-wide document coverageaggregate counts only- Account
- 142
- Document
- 96
- Property
- 48
- Policy
- 32
- Total items
- 318
Recent events
Firm-scope audit metadatamost recent first- success
Advisor Invited
Firm Admin10/16/2026, 9:14:02 AM UTC
- success
Client Reassigned
Firm Admin10/15/2026, 4:02:41 PM UTC
- success
Advisor Key Registered
Advisor10/14/2026, 11:48:19 AM UTC
Advisors
Who may advise, and whether their keys are set.
1of 3
advisor on the roster has no key yet.
Each advisor sets up their own key. The roster shows who has done it and who has enrolled a hardware security key.
A client cannot be assigned to an advisor who has no key yet.
Removing an advisor, and moving a client to another advisor, need a fresh second factor from the administrator.
Advisors
3 on roster
Advisor Role Key posture Dana WhitfieldManaging Partner Firm admin Key setHW Marcus OyelaranSenior Adviser Advisor Key setHW — name pending — Compliance Pending key Audit and compliance
The trail, and a file for your auditor.
10,000
events in the largest single export.
Each firm action is listed with who did it, what it was and whether it went through. A denied action is listed too.
Export evidence downloads the whole trail as a CSV. The file says whether it is complete, and the export is itself recorded in the trail.
The trail holds structured fields only, with no payloads.
Audit & compliance
3 eventsScope Firm-wide
Export evidence downloads a CSV of this firm’s whole audit trail — not just the 3 loaded events — newest first, up to 10,000 events. It holds the same fields as this table and no more. The file states whether it is complete, and the export is itself recorded in this trail.
Event Actor Resource Outcome Advisor Invitedcreate10/16/2026, 9:14:02 AM UTC Firm Admin Invitation success Advisor Deprovisionedupdate10/15/2026, 1:22:08 PM UTC Firm Admin Advisor denied Firm Policy Readread10/14/2026, 8:05:55 AM UTC Firm Admin — success Death reports
The firm signs third.
1of 2
report is waiting for the firm.
A death report passes four reviews: a GuardKin operator, the advisor of record, a firm administrator, then GuardKin approval. The console shows the advisor of record and how far the review has got. It never names the client.
A report for a client with no advisor of record cannot be approved, and nothing opens.
Moving a client to another advisor is a request the administrator applies, shown the same way, without the client’s name.
Death reports
Each report tracks a reported death through a four-party review. The death certificate and identity details are held by GuardKin operators and never shown here.
2 totalAwaiting you 1
Advisor signeddocument on fileA client of Marcus Oyelaran
- Operator, done
- Advisor, done
- Firm admin, not yet
Reported 10/10/2026, 3:40:00 PM UTC
SubmittedA client of an unassigned advisor
- Operator, not yet
- Advisor, not yet
- Firm admin, not yet
Reported 10/16/2026, 6:02:00 AM UTC
Sample firm. Names and figures come from the console’s own demo data, not a real firm.
Limits
What the firm console cannot do, and what is not built.
By design
- It has no client list. The firm sees counts.
- It cannot open a record. Client records are encrypted under keys the console does not hold.
- It cannot stop a client leaving. A client ends an advisor’s access from their own account.
- It cannot widen what an advisor sees. That is set by what each client shares.
- GuardKin does not sell client data.
Not built yet
- Single sign-on. The settings page shows the form switched off.
- Integrations with planning, CRM or reporting tools. The API opens at general availability.
- A SOC 2 report. None exists: no auditor is engaged and there is no date. The Trust Center carries the current status.
- A handover for incapacity. A handover opens for a death only. A power of attorney is the arrangement for incapacity.
Before you commit
What your team can read today, and what it costs.
- Trust Center
The security overview and our current status.
- Security architecture
How records are encrypted and who holds which key.
- Subprocessors
The vendors that handle data on GuardKin’s behalf.
- Data processing addendum
Published for your legal team to review.
- Status
Current service status.
What it costs
$1,500 per advisor per year, billed annually. Clients are unlimited.
A pilot gives you direct access to the team that builds the product. Pilot terms are agreed with you directly.