Connected Infrastructure
Advisor Workflows
Tooling that fits the way advisors actually work with clients.
Multi-client dashboards, governance overlays, and workflow templates make managing physical-asset oversight across a book of business straightforward - without making clients feel like accounts in a queue.
Also see Reporting & ExportsAdvisor Workflows
Built for fiduciary teams.Plan
Allocate
Document
Review
Coordinate
Tangible AUM
$1.8B
Under stewardship
Households
42
Active book
Open reviews
18
This quarter
Built for client-facing teams
The workflows wealth advisors said they needed for tangible wealth.
From onboarding to annual reviews to estate prep, Storehouses gives advisory firms a structured surface for physical assets without forcing it through a portfolio-platform-shaped hole.
Multi-client dashboard
Survey your entire book at a glance with firm-wide aggregates - total physical AUM, coverage gaps, and recent activity.
AUM-style overlays
Treat physical assets alongside your existing AUM views with consistent metrics - no mental translation required.
Client-level permissions
Each client controls what their advisor sees - no surprises, full transparency, and trust that survives the relationship.
Workflow templates
Standardize onboarding, annual reviews, and estate prep across the firm - repeatable, auditable, and client-friendly.
Activity feeds
Track meaningful client changes - new acquisitions, valuation shifts, transfer events - across the firm in a single feed.
CRM integrations
Plug into Salesforce, Wealthbox, Redtail, and other systems your firm already uses for client records.
Build Legacy by bringing structure to tangible wealth.
Whether managing client portfolios or personal collections, Storehouses helps you govern physical assets for long-term stewardship.