Orchard Ventures, a US based family office, identified a critical gap in wealth management. The reliance on Excel spreadsheets for managing multimillion dollar portfolios was outdated and risky. Their solution: Stewardly, a platform built specifically for high net worth individuals, combining intuitive design with deep customization to manage complex investment portfolios.
The vision was a platform that would fundamentally transform the industry standard. While Excel dominates wealth management, it creates constant risk of human error and offers virtually no reporting capabilities. The product needed to eliminate manual mistakes entirely while delivering an elegant interface for visualizing assets, performance metrics, and portfolio composition across diverse investment types.
We built a comprehensive platform to replace Excel with a modern, intelligent system. The solution centers on crystal clear data visualization and a user experience tailored to each client's unique portfolio structure. Core features include a customizable dashboard with advanced filtering and multiple chart types, a complete transaction database tracking all investment movements, and an asset management system that provides deep analytical insights across the entire portfolio.
Stewardly's launch transformed how family offices manage wealth. Data is now accurate and instantly accessible, client communication is streamlined, and error prone manual processes are eliminated. The platform proved its value immediately, attracting clients and significant assets under management. Following the successful product launch, Naviu and Stewardly continue their partnership, iterating and expanding the platform's capabilities.
