For advisors

Every tool your best client deserves. For every client you have.

You did not become an advisor to reconcile spreadsheets. Pantile runs the record, the back office, and the specialist tools, so the depth you reserve for your top five households becomes the default for all of them.

Talk to us about your practice How the model works

Your book

Every household, whole, in one view.

Not just the accounts you custody. The held-away 401(k), the outside brokerage, the private fund, and the cash, all on one balance sheet per household, so you are planning against what a client actually owns rather than the slice you can see.

Held-away assets visible alongside managed ones
Drift, idle cash, and vesting dates surfaced as work
The book you report on is the book you advise on

AUM

$184.2M

Households

Held away

$31.8M

visible, unmanaged

Flagged

Households needing attention first

Sorted by drift

Alvarez

4 accounts, 2 custodians

$4.2M

Chen

Equity comp vesting in 9 days

Action

Okafor

6 accounts, 3 custodians

$2.9M

Whitfield

11% cash, uninvested 60 days

Drift

Park

3 accounts, 1 custodian

$1.6M

Planning and tax

Run the analysis while they are still asking.

Retirement projections, withdrawal sequencing, and tax impact run on the household's live record instead of a spreadsheet you rebuild each year. Stress the plan against a 2008 or a stagflation path and show what it does to the answer.

Monte Carlo across 10,000 paths, on real balances
Withdrawal order across pre-tax, Roth, and brokerage
Roth conversion and exercise scenarios side by side

Chen household60/40 moderateRetire at 62Stress: 2008 GFC

Portfolio through age 95, 10,000 paths

10th to 90th percentile

Success rate

91%

up from 74%

Lifetime tax

$412K

saved $186K

Safe spend

$18.4K

per month

Withdrawal order, by tax treatment

Pre-tax, IRA and 401(k)

Federal and state, plus RMDs

$1.42M

Roth IRA

Tax free

$610K

Brokerage

15% long-term capital gains

$815K

Growth

Your marketing, generated in your voice.

Describe the idea, pick the platform and the audience, and get a finished post in your own tone and brand. The work that sits at the bottom of the list every week stops being the reason you are not growing.

Instagram, LinkedIn, Facebook, TikTok, and YouTube formats
Tuned to your tone, not generic finance copy
Editable before anything goes out

Brief

Most people can name their salary and not their savings rate. Show what that number looks like once every account is on one record.

Instagram carouselNewbuilders (HENRYs)Your toneGenerate

Recent

Equity comp, 3 slides, LinkedIn

Roth conversion window, Instagram story

1080 x 1350

Pantile

You know your salary.

Do you know your savings rate?

One record. Every account. The number nobody can name.

Client communication

Every household, one inbox, anywhere.

Client messages live with the record they are about, not scattered across email, text, and voicemail. Answer from your desk or from your phone between meetings, and the whole thread stays on the household file where your team can see it.

One inbox across every household on your book
The same conversation on mobile and desktop
Archived and supervised, so compliance is not your problem

Households

Chen

RSU vest Friday

Alvarez

Sent the 529 plan

Whitfield

Reviewed cash drift

Chen household

2 members, 4 accounts

My RSUs vest next Friday. Do I sell or hold?

Holding puts you at 31% of net worth in one stock. I ran both paths against your plan, sending it now.

And what does selling cost me in tax?

Reply to the Chen household...

Theo

Ask your book a question.

Theo reads the same record your clients do, across every household you serve. Ask which clients are exposed to a single stock, who has cash sitting idle, or what a household's documents say, and get an answer with the work behind it.

Answers grounded in live balances and filed documents
Works across the whole book, not one account at a time
Turns a morning of spreadsheet work into a question

Which households have more than 25% of net worth in one stock?

Theo

Four. Chen at 31% in NVDA, Whitfield at 29% in a legacy bank position, Okafor at 27% in employer stock, and Park at 26% in a concentrated ETF sleeve.

Chen and Okafor both have vesting inside 90 days, so the concentration grows before it shrinks. Whitfield has $412K of embedded gain, which makes an outright sale the expensive path.

Want me to draft the exchange fund and collar comparison for Whitfield?

Read from

96 householdsHeld-away positionsVesting schedulesCost basis

Sort those by embedded gain

The product screens shown on this page are illustrative mockups. They are not screenshots of a real account, and the balances, holdings, returns, projections, tax figures, and household data in them are hypothetical examples created to demonstrate platform features. Nothing here represents actual client accounts, actual investment performance, or a projection of results any client should expect. Past performance does not guarantee future results, and all investing involves risk, including the possible loss of principal.

Bring your practice onto the platform.

Whether you are looking to affiliate, to sell, or just to stop running six systems, start with a conversation.

Talk to us about your practice About Pantile