YYieldra
PTEN
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Family office dashboard

One operational view for the next decision.

This view combines diagnostic data, documents, official sources, tax issues and advisor responsibility. The current version is a demonstrable cockpit; the next step is authenticated family workspaces with saved client cases.

Create case

Case health

72%prepared
Highpriority
4review áreas
Diagnostic receivedFamily context, route and capital registered in CRM
Done
Tax and funds reviewResidence, dividends, suitability and liquidity under review
Critical
Document dossierCertificates and dependant evidence to validate
Next

Review queue

What the app should escalate before recommending.

ÁreaStatusRiskAction
ImmigrationFund route under studyEligibility and evidenceCounsel confirms before subscription
TaxResidence and international incomeTreaties, withholding and annual filingTax adviser validates assumptions
FinancialNon-real-estate fundCapital risk, liquidity and feesSuitability review

Source coverage

Sources that support the decision.

AIMA + ARI PortalProcedure, eligibility and pending cases
Primary
Diário da RepublicaLaw 23/2007, DR 84/2007, Law 56/2023 and nationality
Primary
AT + CMVM + OCCTax, treaties, funds and professional support
Support

Responsibility

Advisors aligned by decision.

Immigration counselEligibility, submission, dependants and ARI Portal
Owner
Tax adviser / certified accountantTax residence, dividends, withholding and treaties
Review
Wealth / family officeSuitability, liquidity, succession and family calendar
Review