Most firms stitch their business together from a CRM, a portfolio system, a custodian aggregator, a workflow tool, a document vault and a client portal. Every handover between them is a manual reconciliation — and a place where things go wrong.
Stellon replaces the stack with one governed ledger. Enter a fact once and it is correct everywhere.
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, 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, legal matters and privacy requests, with a full evidentiary trail.
The Control Center — users & roles, workflow builder, fee rules and tenant provisioning.
A read-only mirror of platform operations for the tenant's own engineers — releases, crons, feature flags and health.
Plus a Dev console for tenant-facing engineering transparency — eleven navigable consoles in all, over one governed spine.
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 — in the same transaction.
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 and mandate factsheets, 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.
Deep tailoring with no per-client code fork, and an integration layer that meets the systems you already run — rather than asking you to rip them out.
Enabled consoles, modules, feature flags, typed module configuration and branding are authored centrally and pushed to each tenant over a signed bridge. Change the firm without a release.
A parser, gateway and mapping layer connects the platform to your custodian banks, PMS/OMS, market and reference-data feeds, firm accounting and compliance vendors — by API, secure file feed or scheduled statement pull. Each connection carries an honest, code-verified status, never a logo wall.
Custom connectors are built to the same governed spine — new sources map to one canonical model, so every console still reads a single source of truth.
No bespoke build to wait on. Your data is migrated, your jurisdiction profile applied, and your firm authored in configuration — then you go live.
Custodian feeds, holdings and documents imported and reconciled onto the governed spine.
Consoles, roles, approval paths, fee rules and report packs authored to your firm — not coded.
Your regulatory profile switched on, with the controls and reporting each regulator expects.
A boutique on the standard template typically goes live in weeks, not quarters.