Built for Nordic wealth firms & independent financial advisers
Revenue and net new assets by advisor and household, vs target.
Just ask.
Your portfolio system, CRM, custodian brokerages (Nordnet, Avanza, SEB, Söderberg & Partners) and your books don’t agree. Pillar unifies them and answers in plain English — with a cited, trustworthy number for Finansinspektionen and the board. No data team.
The questions you can't answer today
Cross-system answers, in plain English.
Your stack. Already connected.
Fortnox is native; the Nordic finance stack (Visma, Tripletex, e-conomic, PowerOffice) is API-first and we add the connector where volume justifies it. Custodian feeds (Nordnet, Avanza, SEB) come via SFTP / file or broker portal.
Connected day one Via API Via file / export ⇄Swaps with your region
Common questions for Wealth & RIA firms
Orion and Redtail already have analytics. Why Pillar?
Those report inside one system. The hard questions cross systems: billed fees vs GL, NNA across custodians, household profitability across CRM and billing. That join is what we do.
We’re an RIA — data security and compliance are non-negotiable.
Every answer carries a grounded citation: tables, columns, filter, time window. Metric definitions are versioned. AI-proposed definitions need human approval. EU-hosted, GDPR.
Our books are messy — we’ve acquired several practices on different systems.
That’s the value. We unify mixed estates into one governed metric set. CSV export works everywhere, so even an acquired book that only exports files is in.
We don’t have a data team.
You don’t need one. Connect your systems and ask. Operations gets the answer instead of building the spreadsheet.
See it on your stack.
30 minutes on your real numbers.