How Relay works

Four steps from connected account to verified inheritance number. No financial advice. No projections. Just facts.

Connect accounts

A parent links their brokerage, retirement, and bank accounts through Plaid. Relay establishes a read-only connection. We never move money.

Relay pulls current balances from each institution every 24 hours. Every number your family sees is a verified fact, not a guess.

The parent sets what percentage of each account goes to each child. These allocations are drafts until published. Children only see their own share.

Each child logs in and sees a single, verified total: the sum of every allocation across every account. No guessing. No awkward conversations.

The demo uses the Rivera family: two parents, two adult children, nine accounts, $2.78M total. No signup required.

Early access opening soon