Wealth technology · Stellon
One operating system for wealth managers running alternatives.
Most wealth managers run private-market allocations across a CRM, a portfolio system, a document store and a dozen spreadsheets, none of which agree with each other. Stellon, our wealth operating system, connects the client, portfolio, fund and transaction in one data model, including the workflows traditional wealth software treats as exceptions: commitments, capital calls, distributions, NAVs, eligibility and private-market documents.
What it covers
Client and household records, and tooling for the firm’s own suitability and onboarding checks, with KYC/AML built into the flow rather than bolted on.
Portfolio and position management across liquid and illiquid holdings, with capital calls, distributions and NAV updates handled as first-class events.
Fund and product shelf: the alternatives, semi-liquid vehicles and feeder structures each firm has approved for its clients, with documents and eligibility rules attached.
Client reporting: statements, performance and documents that clients can read on their phone.
Open APIs connect custodians, administrators and data providers without re-keying data.
Built for
- Independent wealth managers and multi-family offices adding or scaling alternatives.
- Private banks and platforms that need a modern alternatives module beside their core system.
- Fund managers who want a white-labelled portal for their wealth-channel distribution.
How it’s deployed
Stellon ships as a modular platform. Clients start with the module that matters most, typically alternatives operations or the client app, and extend from there. We deploy it as licensed software, as a co-branded platform, or as a joint venture where we operate it together. VFO, the family-office edition, is part of Stellon.
See the Stellon modulesWhat we build