See your clients' whole household, the moment they want you to.
When a household invites you in, you get a clear, read-only view of what they own, what's missing, and what needs attention — without ever holding their login, credentials, or write access.
Built for the professionals households already lean on
How it works.
A household invites you
From their Settings page, a household adds your email as a professional collaborator on their Household Map™.
You sign in with a code
No password to manage — sign in with a one-time email code, then accept the invitation.
You see what they share — nothing more
A read-only view of their household: items, providers, renewal dates, and the gaps that need attention. Nothing to edit, nothing to mess up.
Access on the household's terms.
Crecivo Pro exists to make you useful to your clients faster — not to give you a back door into their data.
Read-only, always.
Crecivo Pro has no write access to a household's data — not now, not later. There's nothing to accidentally change.
Revocable anytime.
A household can remove your access from their Settings at any moment, no questions asked, no ticket required.
No data sold, ever.
Same policy as the rest of Crecivo — client household information is never sold, brokered, or used for advertising.
Want to bring this to your whole practice?
When a client invites you, access is always free and read-only — on their terms. The Advisor Suite is for advisors who want to bring Crecivo to their clients proactively, with the tools to manage a full book of households in one place.
Multi-client dashboard
See all your client households at once — readiness scores, open gaps, upcoming renewals — sorted by what needs attention.
Readiness reports
Generate a clean, shareable snapshot of any client household for a meeting, an estate review, or an annual check-in.
Client onboarding
Invite clients to build their Household Map under your practice. You send the link — they don't need to find you.
Advisor annotations
Add notes flagged to specific items — visible to your client, clearly labeled from you. Nothing hidden, nothing editable by you directly.
Your firm's branding
Show your firm's name and logo instead of Crecivo's across the client-facing experience. No co-branding unless you want it.
Practice-level controls
Manage team access, invite junior advisors, and control which households each team member can see.
Accept a household invitation, sign in with a one-time email code, and you're in. No subscription, no credit card — on their terms.
- ✓ Read-only view of that household
- ✓ Items, providers, renewal dates
- ✓ Missing essentials and gaps
- ✓ Access revocable by household anytime
or $490/yr — save two months
Early access — join the waitlist, no payment now.
Your clients get Crecivo free.
Every subscriber gets a unique referral link. Share it with clients — they sign up and get full Crecivo access at no cost, for as long as you're subscribed.
- ✓ Free Crecivo for all your clients — via your unique link
- ✓ Multi-client dashboard — all households at once
- ✓ Readiness reports for meetings and reviews
- ✓ Client onboarding — invite under your practice
- ✓ Advisor annotations per item
- ✓ Your firm's branding across the client experience
- ✓ Practice-level team controls
Join the Advisor Suite waitlist
Cold Advisor Suite signup is paused for early access — leave your email and we'll reach out when it's your turn. Already invited by a client? Use “Sign in as a professional” instead.
Already invited by a household?
Sign in with the email your client invited — no password, no setup required.