The governed Wealth OS
The wealth platform you control.
Stellon is one governed wealth operating platform for boutique wealth managers, family offices and private banks. It spans relationship management, investment governance, operations, compliance, finance, reporting and the client experience in one shared system.
Your platform. Your data. Your AI.
The problem
One system, not seven.
Most firms stitch their business together from separate tools. Every handover between them is a manual reconciliation, a re-keying of data, and a place where things go wrong.
The cost is not just the licences. It is the people whose job is to move numbers between systems and hope they match.
Stellon replaces that stack with one shared system — the same client record, holdings, mandates, and documents, surfaced through purpose-built consoles for each role in the firm and for the family at home.
What you get
Nine consoles. One firm.
Each console is tailored to a role inside the firm — or to the client experience itself — and configured so every team sees only what it needs.
Front office
Investment office
Middle, back office & platform
The difference in one sentence
Enter a trade once. It updates Finance, Operations, Risk, the RM report, and the principal's dashboard — in the same transaction, against the same source of truth.
One data spine, every console
The same governed data, the right view for every role.
There is no separate copy of the data behind each screen. Every console reads from the same governed spine, with permissions deciding what each role sees. Update a fact once and it is correct everywhere.
Hover a console to trace its connection to the spine
Intelligence, accountable
Not “AI-powered.” AI, accountable.
Intelligence is wired into specific workflows where it removes hours of analyst work — never an unaccountable black box. Client data stays inside governed workflows, with source citations, permissions, and review steps preserved.
Portfolio Health Check
Upload a custodian statement. The platform extracts 22 standardised columns, enriches identifiers, screens for sanctions and sub-investment-grade exposure, and generates a brand-themed client deliverable — allocation analysis, single-name and ETF review, a recommended strategic allocation, and an illustrative target portfolio. Hours of analyst work, in minutes.
EDD & profile memos
KYC narratives drafted from structured client data and source documents, with citations back to source.
Commodity sentiment
A daily news ingest, scored and surfaced as a sentiment signal inside the investment dashboard.
Custodian reconciliation
Assisted parsing for the long tail of statement formats that no off-the-shelf parser handles — surfacing breaks before they reach the client.
Trust & compliance
Built for firms that answer to regulators.
Role-based access control with per-tenant administrators; impersonation is gated and audited.
All client documents stored encrypted in EU-region object storage, served through short-lived signed links.
Document e-signature through a Swiss-regulated provider, compliant with ZertES and eIDAS.
A full audit trail on every record change, and an immutable, hash-chained audit on strategic portfolio decisions.
Tenant data isolation at the application layer, with per-tenant database schemas available on request.
When your compliance function, your auditor, or a regulator examines the platform — the answers are already there.
Who it's for
For firms modernising the way they operate.
Built first for wealth managers and multi-family offices that have outgrown a CRM-plus-spreadsheets setup, but do not want the cost and rigidity of a tier-1 platform.
Single-family offices
That want their principals to have a real, considered client experience — not a quarterly PDF.
Boutique private banks
With an advisory or discretionary business who need investment governance, IC workflow, and front-to-back integration without the legacy weight.
Typical AUM range, operating under European and UK regulation.
Where it is today
In production. In daily use.
Get in touch
Live in production now.
For a partnership conversation, a private demonstration, or an implementation discussion.
ir@stellon.com · stellon.com