Wealth hub

Wealth, governed by current capability.

Portfolio context and long-horizon decision support are availability-gated by suitability, provider confirmation, and approved market-data coverage.

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Current capability model

Current capability model

A member sees provider-connected, approved, and ready states separately. A hub does not become actionable merely because information is visible.

Safeguards

Safeguards

Suitability, mandate, provider state, data freshness, and cross-hub risk controls must pass before any supported provider action.

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