Documentation Center

Search our knowledge base for answers and guides

Categories
Applications
51 articles found
[Echo] Mobile app vs. web — what works where
Other

# Mobile app vs. web — what works where The Echo apps are available on iOS, Android, and the web. Most features exist in all three places, but a few workflows are intentionally platform-specific. Her...

echomobileweb
[Echo] When to contact support vs. self-serve
Other

# When to contact support vs. self-serve We want you to get answers fast. Most questions about the Echo apps are already answered in this knowledge base — but some situations need a human. Here's how...

echosupporthelp
[Echo] How to request a new feature across the Echo apps
Feature Requests

# Request a new feature across the Echo apps We build the Echo system with our users. If you've thought of a better way for Alphiniti, Path, Continuum, Vitalis, or Money to work for you, we want to h...

echofeature-requestfeedback
[Echo] System status and scheduled maintenance
Performance

# System status and scheduled maintenance When an Echo app feels slow, won't load, or returns unexpected errors, the first place to check is our status page. It's the single source of truth for wheth...

echostatusmaintenance
[Echo] How the Alphiniti Echo apps share data (Hub overview)
Integration

# How the Alphiniti Echo apps share data The Alphiniti Echo system is designed as a connected ecosystem. Your core identity and permissions live in **Alphiniti**, while the specialty apps — **Path**,...

echoalphinitipath
[Vitalis] Dashboard loading slowly or freezing
Performance

If Vitalis is slow to load or freezing, the cause is usually either a data volume issue or a specific browser/device problem. **Quick fixes to try first:** 1. Force-quit the app or close the browser ...

vitalisperformanceslow
[Vitalis] Sleep data missing or incomplete
Data Issues

Accurate sleep tracking depends on your wearable and how it integrates with Vitalis. If sleep data is missing or looks wrong, here's how to diagnose. **How sleep data gets to Vitalis:** - From a wear...

vitalissleepwearable
[Money] Linking a bank account, credit card, or investment account
Integration

Money is Alphiniti's financial-management app for budgeting, tracking, and financial planning. Linked accounts let Money automatically pull transactions, balances, and investment data. **Supported co...

moneybankaccount
[Vitalis] Connecting wearables (Apple Health, Fitbit, Garmin, Oura)
Integration

Vitalis integrates with the major wearables and health-tracker platforms so your workouts, sleep, heart rate, and steps flow in automatically. **Supported platforms:** - Apple Health (iPhone/Apple Wa...

vitaliswearableintegration
[Vitalis] Adjusting workout and activity targets
Configuration

Vitalis's weekly targets (active minutes, strength sessions, step counts, etc.) adjust over time as you improve, but you can tune them manually any time. **To adjust targets:** 1. Vitalis → **Goals →...

vitalisgoalstargets
[Money] Automatic transaction categorization and rules
Configuration

Money auto-categorizes most transactions using merchant name, amount patterns, and your history. You can fine-tune this with rules. **How default categorization works:** - Merchant name is matched ag...

moneycategorizationrules
[Money] Transaction not appearing or duplicated
Bug Reports

If a transaction is missing or appearing twice in Money, here are the most common causes and how to fix them. **Transaction not appearing:** 1. **It's still pending.** Transactions are generally sync...

moneytransactionssync
[Vitalis] Logging meals and tracking nutrition
Training

Vitalis helps you log meals either actively (by tapping in each item) or passively (by photo or barcode scan), then tracks calories and macronutrients against your goals. **To log a meal:** 1. In Vit...

vitalisnutritionmeals
[Vitalis] Setting up your wellness profile and goals
Training

Vitalis is Alphiniti's wellness app — covering fitness, diet, meditation, and rest. Start by building an accurate wellness profile; the better Vitalis knows you, the more useful its guidance becomes. ...

vitaliswellnessgoals
[Money] Creating and managing a budget
Training

Money's budget tool gives you a clear, adaptive plan for spending each category. You can start from a template or build yours from scratch. **To create a budget:** 1. In Money, go to **Budget → Creat...

moneybudgetbudgeting
[Money] Net worth or balance appears incorrect
Data Issues

Your net worth in Money is the sum of all asset balances (checking, savings, investments, property) minus all liabilities (credit cards, loans, mortgages). If the number looks wrong, a few common caus...

moneynet-worthbalance
[Money] Exporting financial reports for tax time
Other

Money provides tax-focused reports that make filing easier. You can export summaries for your CPA, TurboTax/H&R Block, or your own spreadsheets. **Reports Money generates:** - **Income summary:** Tot...

moneytaxexport
[Vitalis] Meditation or mindfulness session won't start
Bug Reports

If a guided meditation, breathing exercise, or sleep session in Vitalis won't start or cuts out, here's how to get it working. **First checks:** 1. **Audio output:** Is your device set to the correct...

vitalismeditationaudio
[Money] Bank sync failed with 'login error' or 'MFA required'
Integration

When a bank connection shows "Sync failed" with errors like "Login error," "MFA required," or "Further action needed," the institution is asking for something — usually your attention. **Login error ...

moneysyncerror
[Continuum] Adding a new health condition or diagnosis
Training

Continuum is Alphiniti's health-management app. It stores your conditions, medications, allergies, care transitions, and provider relationships in one place, so you (and your providers) always have an...

continuumconditiondiagnosis
[Continuum] Understanding care transitions (hospital to home)
Training

A care transition is the handoff of your care from one provider or setting to another — most commonly, being discharged from a hospital or skilled-nursing facility. These transitions are high-risk: co...

continuumcare-transitiondischarge
[Continuum] Reading lab results and imaging reports
Data Issues

Lab results and imaging reports flow into Continuum from connected health systems, uploaded documents, or manual entry. Here's how to interpret and act on them. **Where lab results appear:** - **Heal...

continuumlabsresults
[Continuum] Sharing health records with family members or caregivers
Configuration

Continuum lets you designate family members, partners, and caregivers as "Proxy" users who can view (and optionally help manage) your record. This is especially useful for elderly parents, children, o...

continuumsharingproxy
[Continuum] Managing medications and allergies
Data Issues

An accurate medication list is one of the most valuable things you can keep current in Continuum. It prevents dangerous drug interactions, helps providers make faster decisions, and ensures your famil...

continuummedicationsallergies
[Continuum] Medication dose or unit displays incorrectly
Bug Reports

If a medication in Continuum shows the wrong dose, unit, or frequency — either from a sync or after manual entry — this article walks through fixing and preventing. **First, identify the source:** Op...

continuummedicationdose
[Continuum] Connecting a provider or physician
Integration

Continuum lets you link your doctors, specialists, therapists, and care coordinators so they can contribute to your record and coordinate care. Connections happen via secure invitation — no one gets a...

continuumproviderphysician
[Continuum] Provider data not syncing or appearing delayed
Bug Reports

If data from your provider or health system isn't appearing in Continuum — or appearing late — a few common causes and fixes. **Expected sync timing:** - **HL7/FHIR integrations with health systems:*...

continuumsyncehr
[Path] Adding, changing, and removing beneficiaries
Configuration

Beneficiaries in Path are the people or organizations who receive assets or specific bequests from your will or trust. Keeping beneficiaries accurate is one of the most important maintenance tasks in ...

pathbeneficiarywill
[Path] Document won't save, download, or open
Bug Reports

If a Path document is misbehaving — won't save, won't download, or won't open — these steps resolve most issues. **If a document won't save:** 1. Check your internet connection. Path auto-saves every...

pathbugsave
[Path] Sharing documents with attorneys, executors, or family
Integration

Path lets you grant time-limited, read-only access to specific documents so your lawyer, executor, or family members can view what they need without having an Alphiniti account. **To share a document...

pathsharecollaboration
[Path] Creating a living trust
Training

A living trust (revocable trust) lets you manage assets during your lifetime and distribute them after death without probate. Path guides you through creating one with the same interview-style flow as...

pathtrustliving-trust
[Path] Setting up advance directives and healthcare power of attorney
Training

An advance directive and healthcare power of attorney (POA) let you document end-of-life care preferences and designate someone to make medical decisions for you if you can't. Path walks you through b...

pathadvance-directivepoa
[Path] Uploading supporting documents (existing wills, deeds, certificates)
Data Issues

Path can store your supporting documents alongside the wills and trusts you create — giving your executor a single place to find everything they need. **Supported file types:** - PDF (recommended) - ...

pathuploadvault
[Path] Updating or replacing an executor
Data Issues

Your executor is the person who carries out your will. It's important to keep this selection current — circumstances change, and so does the person best suited to the role. **When to update your exec...

pathexecutorwill
[Path] Starting your will in Path
Training

Path is Alphiniti's legacy-planning app — it helps you draft, store, and update your will, trust, powers of attorney, and advance directives. Here's how to start your first will. **Before you begin:*...

pathwilllegal
[Alphiniti] Cancelling or pausing your subscription
Billing

You can cancel or pause your Alphiniti subscription any time. Your account and data are retained for 90 days after cancellation in case you want to come back. **To cancel:** 1. Open **Billing → Plan*...

alphiniticancelpause
[Alphiniti] Exporting all your data from the Echo suite
Data Issues

You own your data. Alphiniti provides a full export at any time, covering every connected Echo app. **To request an export:** 1. Open **Settings → Privacy → Export my data**. 2. Choose the scope: All...

alphinitiexportdata
[Alphiniti] Understanding subscription tiers and upgrading/downgrading
Billing

Alphiniti subscriptions apply to your entire Echo experience. There are four tiers: Free, Pro, Enterprise, and Custom. **Free:** - Alphiniti account + basic access to Path, Continuum, Vitalis, and Mo...

alphinitisubscriptionplan
[Alphiniti] Browser and device compatibility
Other

The Echo suite runs in modern browsers and on iOS and Android. Here are the supported configurations and how to ensure a smooth experience. **Supported browsers (web):** - Chrome 110+ - Edge 110+ - F...

alphinitibrowsercompatibility
[Alphiniti] Session keeps expiring or you're logged out unexpectedly
Performance

If you're being signed out of Alphiniti or the connected Echo apps more often than expected, one of a few things is usually the cause. **Expected session behavior:** - Web session idle timeout: 2 hou...

alphinitisessionlogout
[Alphiniti] Deleting your account and all Echo data
Other

Deleting your Alphiniti account permanently removes your data from Path, Continuum, Vitalis, and Money. This is irreversible. Consider exporting your data first. **Before you delete:** 1. Export any ...

alphinitideleteaccount
[Alphiniti] Updating payment method or billing address
Billing

Keep your billing details current to avoid subscription interruption. Alphiniti supports major credit/debit cards, ACH for annual US plans, and select region-specific methods. **To update your paymen...

alphinitibillingpayment
[Alphiniti] Privacy and data-sharing settings
Configuration

Alphiniti gives you granular control over how your data is stored, shared across Echo apps, and used for research or product improvement. **To view your privacy settings:** Open **Settings → Privacy*...

alphinitiprivacydata-sharing
[Alphiniti] Resetting a forgotten password
Login & Access

If you can't sign in because you've forgotten your Alphiniti password, you can reset it yourself in about two minutes. **Steps:** 1. On the sign-in screen, click "Forgot password?" 2. Enter the email...

alphinitipasswordreset
[Alphiniti] Notification preferences — email, SMS, and push
Configuration

Alphiniti centralizes notifications for all Echo apps. You can tune which events trigger alerts and which channels they use. **To access notification settings:** Open **Settings → Notifications**. Yo...

alphinitinotificationsemail
[Alphiniti] Managing access to connected Echo apps (Path, Continuum, Vitalis, Money)
Configuration

From Alphiniti, you control which Echo apps are enabled on your account and what data they can access. **To view your connected apps:** Open **Settings → Connected Apps**. You'll see each of Path, Co...

alphiniticonnected-appsecho
[Alphiniti] Creating your Alphiniti account and first login
Training

Alphiniti is the entry point for the entire Echo suite (Path, Continuum, Vitalis, and Money). Your Alphiniti account holds your core identity and controls access to every connected app. **To create y...

alphinitionboardingsignup
[Alphiniti] Account locked — how to regain access
Login & Access

Alphiniti locks an account temporarily after repeated failed sign-in attempts to protect against brute-force attacks. A lockout is time-limited and self-resolving in most cases. **If you see "Account...

alphinitilockedsuspended
[Alphiniti] Updating your profile and contact information
Configuration

Your Alphiniti profile feeds identity and contact information into the connected Echo apps. Updating your profile here will propagate to Path (legal documents), Continuum (medical records), Vitalis (w...

alphinitiprofileaccount
[Alphiniti] Setting up two-factor authentication (2FA)
Login & Access

Two-factor authentication (2FA) adds a second verification step at sign-in, protecting your account — and everything in the connected Echo apps — even if someone learns your password. Alphiniti suppor...

alphiniti2famfa
[Alphiniti] Changing the email address on your account
Configuration

Your Alphiniti email is used to sign in to every connected Echo app, so changing it is a security-sensitive action. Plan for a 5-minute process including email verification. **Before you start:** - M...

alphinitiemailaccount

Can't find what you're looking for?

Our support team is here to help you