Pantile Investments

For clients

See everything you own. Understand what it means.

Your wealth is spread across custodians, retirement plans, banks, and funds. Pantile puts all of it on one record, then does the work of turning that into a plan you can actually follow.

Talk to our teamHow the model works

Your dashboard

One balance sheet, not six logins.

Every account at every institution on a single screen, reconciled overnight. Including the ones you have to go looking for today: the old 401(k), the fund you committed to years ago, the checking account your savings actually come out of.

  • Held-away accounts sit next to managed ones
  • Net worth, savings rate, and cash in one view
  • Updated from the source daily, not quarterly
AM

Total net worth

$2,847,300

Across 5 institutions, reconciled today

Invested

$2,763,350

Saved this year

$96,400

28% of income

Cash

$83,950

Net worth over time

All accounts

Every account you hold

Joint brokerage

Fidelity

$1,284,900

Rollover IRA

Schwab

$742,150

401(k)

Held away, Empower

$486,300

Venture fund II

Private, capital called 60%

$250,000

Cash and savings

Chase, connected

$83,950

Your documents

Nothing slips under the radar.

Trusts, tax returns, grant agreements, and statements in one vault your advisor can see too. The vault also tracks what is missing, so a stale beneficiary form gets found before it matters rather than after.

  • One place for every document, shared with your advisor
  • Gaps and stale records surfaced, not just stored
  • History that survives a change of advisor
AM

Intake documents

14 files

Reports and analyses

23 files

Agreements

6 files

Recently filed

Revocable trust, restated

Signed Mar 2024

2025 federal return, Form 1040

Added by your advisor

New

ISO grant agreement, 12,000 shares

Vesting through 2029

What is still missing

1 open

Trust document

On file

2025 tax return

On file

Beneficiary designation, rollover IRA

Last updated before your 2023 marriage

Needs review

Your advisor

A real person, one message away.

Ask a question the moment it occurs to you, from your phone or the web, and pick the thread back up wherever you left it. No scheduling a call to ask something that takes a sentence to answer.

  • The same conversation on mobile and desktop
  • Your advisor is already looking at your numbers
  • Every exchange kept with the rest of your record
AM
DB

David Baines

Usually replies within the hour

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?

Message David...

Theo

Ask about your own numbers.

Theo reads your record, not the internet. Ask what a withdrawal would cost you, why a month looked the way it did, or what a document you signed years ago actually says, and get an answer in plain language you can take to your advisor.

  • Grounded in your accounts, documents, and plan
  • Plain language, with the numbers behind it
  • Available the moment the question comes up
AM

What would pulling $50,000 out of my IRA actually cost me?

Theo

About $18,400. The withdrawal lands on top of your salary, which puts it in the 24% federal bracket, and Colorado adds 4.4%. Under 59 and a half, there is also the 10% early withdrawal penalty.

You would keep roughly 63 cents on the dollar. Your HELOC is drawn at 7.6%, and the interest is deductible when it funds improvements, so the same $50,000 costs closer to $2,700 a year instead.

Want me to send this to David before your Thursday review?

Read from

Rollover IRA2025 Form 1040Cash flow, last 12 monthsRetirement plan
What if I waited until January?

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 whole financial life into one place.

Tell us what you hold and we will show you what it looks like on one record.

Talk to our teamHow the model works