Platform overview · one page

One governed wealth platform, the whole firm.

Stellon replaces the seven disconnected systems a wealth firm usually stitches together with one governed source of truth — surfaced through role-built consoles for the front, middle and back office, and for the family at home.

11
Role-built consoles, live
3
Tenants live in production
12
Integrations live end-to-end
5
Jurisdictions modelled
The difference

One data spine, every console.

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. No nightly batch, no internal reconciliation, no per-console copies of the data.

CRMPortfolioReportingOperationsDocument vaultComplianceClient portalOne source of truthGoverned · single ledger
Consoles
—Relationship / CRM
—Client Portal & VFO
—Prospect Portal
—Investment
—Risk
—Compliance
—Operations
—Finance
—Legal Counsel
—Admin / Control Center
—Dev console
Governance & regulatory
—SHA-256 hash-chained audit
—Segregation of duties
—16 roles, server-side
—EU-region encryption & residency
—CySEC Annex IV · MiFID
—FINMA · AML · SAR/STR
—Sanctions & PEP · DSAR
—FATCA / CRS · ADGM
Intelligence
—~20 capabilities, ~42 surfaces
—Connected edition (governed)
—Sovereign edition (on-prem lane)
—Source citations, human sign-off
—Audit-hashed, per-tenant policy
For

Boutique wealth managers, single- and multi-family offices and private banks, typically $200M–$5Bn AUM, under European and UK regulation.

Production snapshot, early August 2026. Print or save as PDF from your browser. © 2026 Stellon.

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