By Audience
Firms & Advisors
Physical-asset oversight that fits how your firm already runs.
Storehouses brings the structure of a portfolio platform to your clients' tangible wealth - without making you change CRMs, reporting flows, or the way you talk to clients.
Designed alongside the firms you'd recognize
A clean surface for the part of client wealth you've been told to ignore.
Storehouses gives advisors a firm-wide view of tangible assets, scoped client access, and integrations with the systems you already run.
Firm-wide dashboard
Aggregate physical-asset AUM across your book of clients with consistent metrics and clear roll-ups.
Per-client governance
Clients control what their advisor sees, with full audit logs and revocable scoped access.
CRM integrations
Plug into Salesforce, Wealthbox, Redtail, Addepar, and the rest of the stack your firm already runs.
AUM-style reporting
Treat physical assets alongside your portfolio views with familiar charts and exports - no translation required.
Workflow templates
Standardize onboarding, annual reviews, and estate-prep flows across the firm - repeatable and auditable.
Compliance-friendly audit trails
Every action - by client, advisor, or partner - is logged with timestamps for compliance and review.
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.