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Licence

Stonebook Pricing Book a Call

Annual firm licence. Unlimited seats. The read-only book of record.

Services

RECORD

Custodian Consolidation

Read-only custodian feeds

Private Holdings Ledger

Dated private marks

Examiner book of record

Household packs with dated private marks.

IMPLEMENTATION

Exposure and Concentration

Look-through across SMAs and funds

Look-through exposure

Look-through vs policy limits

Quarterly Client Packs

Household books from the working file

INFRASTRUCTURE

All four reporting surfaces

Notes on the book of record

Stale private marks

Print the date. Never roll a mark forward

Open the Stonebook product

Read-only book of record

IMPLEMENTATION

Boston. Measure and report.

How the book is mapped

RIAs and family offices

Solutions

Who we serve

Stonebook Pricing Book a Call Our Framework Contact Terms of Service

Who we serve

RIAs and family offices Multi-custodian RIAs Directed accounts Private holdings Exam-ready packs Family offices

Portfolio reporting software for RIAs and family offices. Read-only. No advice. No custody.

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Platform

Stonebook Pricing Book a Call Services Insights Custodian Consolidation Private Holdings Ledger Exposure and Concentration Quarterly Client Packs

Company

Contact About Our Framework

Notes

Stale private marks Look-through exposure Examiner book

Legal

Terms of Service Privacy Policy (888) 903-2690

Command Stone Private Partners Inc. is a Boston corporation. Stonebook is subscription software. It does not take custody, place trades, or provide investment advice. Securities are priced from end-of-day marks. Private valuations are reported as you supplied them, with the date attached.