The operating system for modern wealth

One platform to run your entire wealth business.

Connect client experience, advisor workflows, portfolio operations, and books & records on a single governed data foundation so growth no longer creates operational drag.

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Built for growth RIAs, aggregators, and wealth institutions

Demonstration. Not a live order.

Silent film. Solace Advisor Workstation product demonstration. Not a live order.

One advisor workspace. Client, portfolio, and service intelligence in context.

Multi-custodian connectivity
Books and records support
Open API architecture
Auditable by design
Why now

Growth should compound your advantage, not your complexity.

Most wealth firms assembled their technology one problem and one vendor at a time. The result is duplicated data, broken handoffs, and people acting as the integration layer.

The fragmented stack

  • Rekeyed data and reconciliation queues
  • Disconnected advisor and client experiences
  • More headcount required as AUM grows

The connected firm

  • One household, portfolio, and workflow record
  • Straight-through processing with controlled exceptions
  • Operating leverage that grows with the firm
The platform

Every wealth workflow.
Connected by design.

Front office01

Make every interaction feel informed and personal.

  • Prospecting & CRM
  • Digital onboarding
  • Planning tools
  • Client portal
Client portal
Client portalComing soon
Middle office02

Turn investment intent into controlled execution.

  • Portfolio construction
  • Trading & rebalancing
  • Risk & compliance
  • Performance analytics
Trading
TradingComing soon
Back office03

Automate the work clients never see but always rely on.

  • Billing & revenue
  • Reconciliation
  • Books & records
  • Regulatory reporting
Reporting
ReportingComing soon
One governed data foundation

Household

The relationship, members, and service context in one record.

Account

Registrations, ownership, and entitlements under that household.

Portfolio

Holdings, allocation, and performance against the same book.

Transaction

Activity that posts once and stays reconciled.

Books & records

The governed ledger every team and report reads.

Built for the whole firm

One platform.
More value for every team.

With one connected platform, advisors can understand each client faster, operations teams can eliminate repetitive work, and technology teams can manage a dependable data foundation.

Operations leaders

Move from managing exceptions to improving the business.

Replace manual handoffs, duplicate data, and fragile processes with one controlled operating layer.

Explore the platform
Advisors

Start every client conversation with the complete picture.

Planning, portfolios, service, and next actions come together in one intuitive daily workspace.

See why now
Technology teams

A clean data foundation without another closed ecosystem.

Give your team a flexible foundation that preserves choice as your technology needs and partnerships evolve.

Get in touch
See the full workflow

Build the firm your growth deserves.

Show prospects the client, advisor, investment, and operations journey in one focused walkthrough.