By Audience
Wirehouses & Institutions
Tangible-asset infrastructure for the firms running global wealth.
Storehouses gives wirehouses and global wealth platforms a structured, permissioned surface for client-held physical assets - built to integrate with existing books and comply with internal controls.
Designed with institutional rigor
Physical-asset infrastructure that meets enterprise expectations.
Storehouses brings tangible wealth into the wirehouse stack with the scale, integrations, and compliance posture institutional firms require.
Built for scale
Engineered for firms managing thousands of advisors and millions of client relationships, with the throughput and isolation institutional deployments demand.
Institutional-grade controls
Role-based access, segregation-of-duty patterns, and field-level permissions designed for internal compliance frameworks.
Enterprise integrations
Connect to Salesforce Financial Services Cloud, Addepar, Black Diamond, Tamarac, and other enterprise systems via the API.
Firm-wide reporting
Aggregate physical-asset exposure across regions, advisor groups, and client segments with the granularity institutions require.
Audit & compliance trails
Every action - by client, advisor, partner, or system - is captured for compliance, audit, and regulatory review.
White-glove rollout
Dedicated implementation, training, and support for institutional deployments - from pilot to firm-wide enablement.
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.