Stonebook is for RIAs and family offices that typically run $75 million to $2 billion across two to twelve custodians. If your ops team rebuilds the book in a spreadsheet before every pack or exam, this is who we built it for.
Schwab, Fidelity, Pershing, and a few more, each sending files in its own format.
A public book at the custodians and a private book of partnerships, co-invests, and real assets.
Several families, each with its own entities, custodians, and reporting habits.
Compliance teams that need the record, not a binder built the week before.
Try the demo with sample households, or walk through your custodians and entities with us on a call.
