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Desktop Application
Download the Digital Family Office Desktop App
Your secure, offline-first command center for managing digital assets, institutional custody, estate planning, and family legacy.
Key Features
Everything You Need in One Secure App
Purpose-built for high-net-worth families managing digital and traditional assets.
Unified Portfolio Dashboard
Real-time consolidated holdings, valuations, allocation, and performance across Anchorage custody, Uphold, LLCs/trust accounts, and traditional assets.
Advanced Security Controls
Biometric auth, hardware MFA (U2F/WebAuthn), multi-signature workflows, offline transaction signing, encrypted local storage, and detailed audit logs.
Estate & Legacy Planning Tools
Inheritance modeling, tax-loss harvesting, cost-basis tracking, and digital-asset transfer simulators for seamless legacy transitions.
Secure Document Vault
Encrypted local vault for wills, trusts, family charters, and governance docs with role-based access and sharing.
Risk Analytics Engine
Stress tests, concentration alerts, cyber-risk monitoring, and insurance claim simulations to safeguard your portfolio.
Uphold Trading Terminal
On-chain execution, tax-impact previews, rebalancing tools, and reconciliation with custodians.
Transaction Engine & Reconciliation
Buy/sell/transfer requests, settlement tracking, and integration with custodial APIs for end-to-end transaction management.
Reporting & Exports
Customizable P&L, IRR, tax-ready exports, and advisor-ready PDFs/CSV for comprehensive financial reporting.
Communication & Collaboration
Secure messaging, meeting scheduler, advisor notes, and granular permissioning for seamless team coordination.
Multi-Entity Support & Consolidation
Consolidated reporting across family entities, trusts, and LLCs — a single view of your entire family office.
Integration Suite
Connect custodians (Anchorage, others), exchanges (Uphold), accounting platforms, KYC/AML providers, and calendar/video tools.
Offline Mode & Sync
Read-only offline access, secure sync, and local-first encrypted storage for sensitive documents and keys.
How It Works
Get Started in 4 Simple Steps
Download & Install
Choose your platform (macOS or Windows) and install the app in under 2 minutes.
Secure Login
Authenticate with your DWP credentials using biometric verification or hardware key.
Connect Your Accounts
Seamlessly link Anchorage custody, Uphold wallets, and existing advisory services.
Manage Your Legacy
Access your full portfolio, estate tools, and document vault — online or offline.
Client Testimonials
Trusted by Leading Family Offices
"The Desktop App has completely transformed how we manage our family's digital assets. The offline-first approach gives us peace of mind that our most sensitive data is always secure."
Jonathan R.
Family Office Principal, $25M+ AUM
"Estate planning for crypto was a nightmare before this tool. Now we can model inheritance scenarios and keep all governance documents in one encrypted vault."
Sarah M.
Trust & Estate Attorney
"The integration with Anchorage custody and Uphold is seamless. I can review portfolio performance, approve transactions, and run risk analysis all in one place."
David K.
Chief Investment Officer, Private Family Office
Download Now
Get the Desktop App
Available for macOS and Windows. Free for existing DWP clients.
macOS
- macOS 12 (Monterey) or later
- Apple Silicon or Intel processor
- 4 GB RAM minimum
- 500 MB disk space
Windows
- Windows 10 (64-bit) or later
- Intel i5 or equivalent
- 4 GB RAM minimum
- 500 MB disk space
Ready to Elevate Your Digital Wealth Management?
Join leading family offices who trust the Digital Family Office Desktop App to secure and grow their legacy.