Your brand, throughout
Your name, logo, and colors across every client portal, with a subdomain of your own. Clients sign in to your firm; the software stays quietly ours to run.
Steward for Advisors
Every client family, served under your brand.
Steward for Advisors gives each of your client families a private portal carrying your name, your colors, and your subdomain, built on the same platform private families use directly. You own the relationship. We run the software.
What your firm gets
A client experience most firms could otherwise offer only by buying institutional software, without institutional pricing or an implementation project.
A portal per client family
Each client family gets its own private workspace, with their balance sheet, vault, and members kept separate from every other client. You manage the roster.
One bill, to the firm
Clients never see pricing or billing. The firm holds one subscription, priced per client family, with volume built into the rate.
The full Steward platform
Everything private families get, under your brand: consolidated balance sheet, document and credential vault, entity tracking, AI assistant, and audited access.
Advisor pricing
One platform fee. One rate per client family.
Billed to the firm on a single subscription. The per-family rate steps down as your roster grows.
Platform
$199 /month ยท or $1,990/yr
The firm’s white-label foundation.
- Your branding across every client portal
- Branded subdomain
- Internal demo & sandbox workspace
- Priority support for your team
Per client family
First 5 client families $99 per family / month
Families 6 through 20 $79 per family / month
Families 21 and up $59 per family / month
Each client family includes
- 5 connected institutions
- Up to 10 members
- Document & credential vault
- AI assistant included
Additional bank connections $5 per month each. A custom domain (portal.yourfirm.com) is a $250 one-time setup. All prices in USD.
A firm serving 15 client families pays $1,484 per month all-in, about $99 per family for a portal under your own brand.
The client experience
Your clients see your firm. Only your firm.
Each family signs in to a portal carrying your brand, holding their own consolidated balance sheet, documents, and people. Billing never appears in a client’s view; it is handled entirely between your firm and us.
For each family
Their full picture, from accounts across custodians to entities, documents, and credentials. Private to them, shared with your firm on the terms you set together.
For your advisors
A consistent, current view of every client family you serve. No more assembling statements before the annual review.
For the firm
A client benefit that deepens the relationship, offered under your name at a cost that disappears inside the value you already provide.
Let’s talk about your firm.
Tell us about your practice and the families you serve. We’ll walk you through the platform, the branding, and the onboarding, and we’ll be straight with you about fit.