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Wealth analytics

Stillwater: Advisors see which household needs a call today, and why.

Stillwater is a wealth-analytics app for advisory firms: one review queue for the advisor, and each client's own value, risk and retirement plan.

Elena has 4 households and 3 reports. The one whose withdrawals the plan can't fund looks fine in two of them.

  • Prioritised alerts
  • Portfolio analytics
  • Client access
  • Retirement modelling

Sign in as Elena, the advisor, or Marcus or Dana, her clients.

Open the demo

Elena's morning: who needs her, and why (then Marcus sees it)

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Live demo on invented data; it resets every hour.

Elena's Home on a laptop: the whole book's value and the households to review, most urgent firstStillwater on a phone: a client's home, $1,055,022, and where the money went this year

What it takes off each person's plate

For the advisor

  • Review prep starts done. Every household sits in one queue, most urgent first, with the reason and the figures attached. No pulling spreadsheets before a meeting.
  • Problems surface on their own. Concentration over the firm's line, drift from the target mix and withdrawals the plan can't fund are flagged without anyone checking.
  • Proposals without Excel. Draft trades show their effect on mix, risk and tax beside the current portfolio, ready to discuss.

For the client

  • Fewer “where do I stand?” calls. Value and what changed it, performance, and how past falls recovered, on their phone at any time.
  • The question they actually ask, answered. “Can I keep taking $4,000 a month?” gets a straight answer, with a range of outcomes rather than one guess.

Advisors spend review time on decisions, not data gathering; clients get answers without waiting for a meeting; and both see the same numbers, from the same data.

See it work

Recorded on the live demo, 9 Nov 2026.

Elena's morning: who needs her, and why (then Marcus sees it)
What happens
  1. Elena Vasquez, advisor, signs in
  2. Elena, the advisor, opens her book: four households, the ones to review first
  3. Marcus is first: his withdrawals are not covered by income
  4. She opens Marcus's review
  5. The flags, with the evidence behind each
  6. His plan: how long $4,000 a month lasts
  7. Elena hands over: Marcus signs in
  8. Marcus sees the same finding on his Home
Marcus, retired: am I OK?
What happens
  1. Marcus Webb, client, signs in
  2. Marcus opens Stillwater: what he has, and how the year went
  3. Where the money went this year: withdrawals against growth
  4. Risk: the worst fall his mix has been through
  5. Plan: will $4,000 a month last 20 years?
  6. The range of outcomes, and what Elena still needs from him
Dana, saving: am I on target, and what should I do?
What happens
  1. Dana Reyes, client, signs in
  2. Dana opens Stillwater: her savings and this year's change
  3. Performance: her accounts against her target mix
  4. Portfolio: where her mix has drifted from the target
  5. What a rebalance would change

What's real

  • Every figure is computed from the household's accounts, holdings and prices: values, returns, risk and plan ranges.
  • The advisor and each client see only what their role allows.
  • Households, accounts and prices are invented, reset every hour.

What a client build adds

  • Single sign-on with your Microsoft or Google accounts; each advisor sees only the households they serve.
  • An audit log of who opened or changed which client record, and when.
  • Client data encrypted in transit and at rest.
  • Hosting in your own cloud account, so client data stays under your control.
  • A written data-handling agreement before any real client data goes in.

Built to support your compliance review, not to replace it.

Want this for your business? Start with a 30‑minute call.

A video call with me, Jeff Taylor: we walk through how a normal week runs, and I tell you plainly whether an audit would pay for itself.

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