Built for independent RIAs & financial-planning firms
Revenue and net new assets by advisor and household, vs target.
Just ask.
Portfolio, CRM, custodians, books — they don’t agree. Pillar joins them and answers in plain English. Dashboards for the drill-down.
The questions you can't answer today
Cross-system answers, in plain English.
Your stack. Already connected.
No native integration yet? CSV export works on day one — we connect to your portfolio system and custodians via API or file.
Connected day one Via API Via file / export ⇄Swaps with your region
Common questions for Wealth & RIA firms
Orion and Redtail already have analytics. Why Pillar?
Those report inside one system. The hard questions cross systems: billed fees vs GL, NNA across custodians, household profitability across CRM and billing. That join is what we do.
We’re an RIA — data security and compliance are non-negotiable.
Every answer carries a grounded citation: tables, columns, filter, time window. Metric definitions are versioned. AI-proposed definitions need human approval. EU-hosted, GDPR.
Our books are messy — we’ve acquired several practices on different systems.
That’s the value. We unify mixed estates into one governed metric set. CSV export works everywhere, so even an acquired book that only exports files is in.
We don’t have a data team.
You don’t need one. Connect your systems and ask. Operations gets the answer instead of building the spreadsheet.
See it on your stack.
30 minutes on your real numbers.