LedgerHouse gives boutique advisory firms a branded financial command center for every client household. Investments, cash, debt, spending, goals, held-away assets, and the signals that create advisory conversations between meetings.
Your client has $1.2M under management. Their real financial life sits across 12 other places: checking, credit cards, mortgage, 401(k), HSA, business accounts, spouse's accounts, and tax reserves.
You're expected to give holistic advice from a partial picture. Stale data. Self-reported changes. Incomplete updates. Review meetings that look backward instead of forward.
One branded experience layer above the mess of custodians, CRMs, planning tools, and portfolio reporting.
Net worth, investments, cash, debt, spending, goals, documents, and held-away assets. The complete household picture your clients actually want.
Liquidity alerts, large transaction flags, idle cash signals, new debt notifications, and review readiness scores. Between-meeting visibility that creates advisory moments.
Your logo. Your colors. Your welcome copy. Clients see their advisor's brand, not another vendor's. A family-office-lite experience without the family office price tag.
Quarterly review packets, household summaries, change logs, account refresh status, and conversation prompts. Walk into every meeting prepared.
LedgerHouse is designed for independent RIAs, CPA-advisory firms, and family-office-lite practices managing $100M to $1B in assets. Firms with 100 to 750 client households. Strong relationships. Weak digital presence.
Portfolio reporting tells you what you manage. LedgerHouse tells you what's actually happening in your client's financial life. That's the difference between an advisor who reacts and one who anticipates.
Get started — $99/month