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.
In production across three tenants, servicing real client assets — eleven role-built consoles over one governed spine.
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.
Every console reads and writes the same reconciled data — a trade booked once appears in the investment view, the risk screens, the client portal and the fee engine. Each is tailored to a role, and configured so every team sees only what it needs.
Pipeline, client 360, meetings on Microsoft 365, advice records, the fee engine and a head-of-RM dashboard.
Net worth, reports, an AI assistant and a document vault — plus family governance: entities, tax, philanthropy.
A staged journey — discovery, documents, meetings, proposal, onboarding tracker. The platform serves the client before they are one.
Mandates, SAA/TAA, GIPS composites, IPS builder, private markets, IC workflow, research and trading desks.
Breach register, FINMA concentration, pre-trade screening, VaR / stress / backtesting, and a risk-lab Q&A.
CCO approval inbox, AML on live flow, a hash-chained SAR/STR register, adverse-media sweeps and reg reporting.
Command centre, KYC & onboarding, payments, custodian reconciliation, the statement pipeline and the Central Data hub.
Revenue & fee engine, a segregation-of-duties payment cycle, treasury, firm-wide AUM (locked closes, FX) and management reporting.
DSAR & disclosure workflow — review, privilege log, redaction QC, finalize-and-lock with audit.
The configuration plane — users & roles, workflow builder, fee rules, tenant provisioning and per-tenant customization.
Plus a Dev console for tenant-facing engineering transparency — eleven navigable consoles in all, over one governed spine.
Illustrative interface. Figures shown are representative.
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.
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.
One point of entry, every downstream console — traced below.
Every report generates from the one governed spine — consolidated across every custodian, entity and asset class, current to the last signed-off close. Brand-themed, multi-page, and never re-keyed by hand.
A Quarterly Family Review — a multi-page consolidated wealth pack built from live positions across every account and structure.
A Programme Update with per-fund analytics, NAV charts and net IRR; a reports archive with quarter pickers; LP look-through.
A design-fidelity Portfolio Review deck, with advisory- and RM-scope views for every mandate.
Trial Balance → P&L → Balance Sheet → Cash Flow, drawn from the same ledger the firm runs on.
And always-on in the client portal — net worth, holdings, reports and a document vault, with a read-only AI assistant. A considered client experience, not a quarterly PDF.
Roughly twenty AI capabilities are in production across ~42 workflow surfaces, in two editions — Connected and a data-residency-locked Sovereign. Every call routes through one governed gateway with per-tenant policy, confidence floors and audit-hashed logging. Never an unaccountable black box.
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. Hours of analyst work, in minutes.
KYC narratives drafted from structured client data and source documents, with citations back to source.
A daily news ingest, scored and surfaced as a sentiment signal inside the investment dashboard.
Assisted parsing for the long tail of statement formats — surfacing breaks before they reach the client.
When your compliance function, your auditor, or a regulator examines the platform — the answers are already there.
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.
That have outgrown a CRM-plus-spreadsheets setup and want front-to-back on one governed system — without a tier-1 platform's cost or rigidity.
That want their principals to have a real, considered client experience — not a quarterly PDF.
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.
Book a private, 30-minute walkthrough mapped to your firm and jurisdiction — or a partnership and implementation conversation. We reply within one business day.