Ingest & Extract
Forward private fund PDF notices, quarterly manager reports, and custodial statements directly to your vault. Wealthstone's document intelligence extracts transaction dates, valuations, and unfunded exposures automatically.
The Intelligent Liquidity Engine for Modern Wealth
Wealthstone consolidates alternative investments, estate structures, custodial accounts, and global cashflows into a single, secure, and predictive source of truth.
From inbox to insight.
Organize & Reconcile
Every alternative investment is classified and mapped to its respective legal entity. Wealthstone unifies your complex private market commitments, unfunded liabilities, and liquid cash reserves into a single, standardized system of record.
Visualize Insights
See consolidated cashflow forecasts, historical asset performance, and upcoming funding requirements across all family entities in one sleek, predictive dashboard.
One Core Liquidity Engine.Tailored for Your Perspective.
FOR PRIVATE WEALTH (UHNWIs & SFOs)
Personal Clarity,Automated
You built your wealth to enjoy freedom, not to spend your weekends calculating unfunded exposures or manually tracking capital calls. Wealthstone automates your private portfolio administration, putting you back in absolute control of your global liquidity.
- Zero-Entry Alts Ingestion: Simply forward PE/VC PDF statements to instantly update your ledger.
- Predictive Cashflow Planner: View a dynamic, 24-month forecast of capital calls, bond maturities, and lifestyle outflows.
- Commitment Tracking: Monitor your remaining unfunded exposures and drawdown schedules automatically.
- Secure Advisor Access: Grant your personal CPA or tax advisor read-only access to your automated Tax Hub.
FOR INTERMEDIARIES (MFOs, WEALTH MANAGERS & ADVISORS)
Institutional Delivery,Scaled
Eliminate the high-friction manual labor of tracking complex alternative portfolios. Wealthstone automates your back-office reporting so your team can focus on portfolio strategy.
- Automated Alts Ledger: Eliminate manual re-keying of unstructured fund PDFs and investor letters.
- White-Label Infrastructure: Deliver a branded, premium client portal with real-time liquidity and cashflow forecasts.
- Tax Forms Hub: Automatically collect, organize, and prepare tax documents across complex, multi-entity holding companies.
- Granular Access Controls: Manage roles and view permissions for staff, family members, and external advisors.
Security and Privacy,by design.
AES-256 and TLS encryption
All communications use TLS 1.2 or higher—the same encryption standard used by financial institutions. Every record is encrypted at rest with AES-256.
Passwordless 2FA logins
Sign in with secure, passwordless email authentication and two-factor verification by default—eliminating risky password practices without compromising access control.
Dedicated environment deployment
Run Wealthstone in an isolated, dedicated environment configured for your firm's security, compliance, and data residency requirements.