Whetstone

Do the work only a wealth manager can do. Hand off the rest.

Let AI handle the busywork. Only do the work that matters.

Too much of your week is consumed by work that doesn't need your judgment.

Quarterly reports, performance summaries, investment research synthesis, meeting prep, client correspondence — real work, just not your work.

But you don't have to do it alone.

You are the advisor.
AI is your tireless associate.

Tireless, encyclopedic, and fast — but it doesn't know your clients or their goals. You guide it with your expertise and relationship knowledge.

Assign the first pass. Client performance summaries, economic research synthesis, meeting agendas, follow-up correspondence — the work that needs thoroughness, not relationship insight.
Review, personalize, approve. Let AI produce the framework. You add the client context, relationship nuance, and strategic perspective. Your judgment stays where it belongs.
Build client institutional knowledge. Teach AI each client's history, preferences, and concerns. It becomes your preparation assistant, not just another dashboard.

Client reporting and research consuming the hours you need for prospecting.

Bespoke reporting requirements for each family eating strategic bandwidth.

Complex portfolios requiring extensive performance narratives and tax summaries.

Building your own infrastructure without the back-office support you used to have.

Your time is the constraint. Your judgment is the value.

We teach your team the method.

We take you from curious to confident. Personal guidance applied to your practice.

Built around how you already work.

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Three short steps. We reply within one business day.