Software,
privately made
for your firm.
Our studio designs and builds back-office software for wealth managers. We study how your team works today, then automate what slows it down, with privacy as the starting point.
- 1Columns formatted to your standard
- 2Transactions encoded in your format
- 3Data enriched and functions applied
An illustration of one live system. Every engagement is scoped to your firm’s own operations.
Built around your operations.
Every engagement starts with your problem, not a product. These are areas where wealth managers most often ask for help.
Data unification and enrichment
Statements and transaction exports from every custodian, converted into the one format your team already uses. Transactions are encoded consistently and missing security details are filled in automatically.
Client reporting automation
Recurring client and committee reports assembled from your data, formatted to your standards and ready for review.
Reconciliation across custodians
Positions and transactions checked across custodians and internal records, with exceptions flagged for your team.
Document and statement extraction
Key figures pulled from PDFs, statements and scanned documents into structured, usable data.
CRM and portfolio integrations
Your CRM, portfolio management system and spreadsheets kept in sync, without manual re-entry.
Internal AI assistants
Private assistants that answer your team’s questions over internal documents and data.
Something specific to your firm
If your team does it by hand every week, it is worth a conversation.
Private by design, with or without AI.
AI-assisted
Reads statements and emails, drafts reports, answers questions over your data. Only with providers you approve.
Traditional
Rules-based, fully auditable, no third-party AI.
We recommend an approach per workflow. You decide what touches AI, if anything.
From first conversation to software in production.
Nothing is built until you have seen the plan, the quote and the timeline.
- STEP 1
Consultation and audit
We meet your operations team and review the back office end to end: where data is re-keyed, reconciled by hand or assembled for reports.
You receive a map of what can be automated - STEP 2
Proposal, quote and timeline
A written proposal for the solution we recommend, with a clear quote and an implementation timeline.
You receive scope, quote and timeline - STEP 3
Build and ongoing care
We build and deploy the software, then maintain and refine it on a monthly plan as your firm evolves.
You receive software in production
- Location
- Mexico
- Time saved
- ~40h / month
- Engagement
- Monthly
Seven custodians, one consistent format for Sherpa Capital.
Sherpa’s team receives exports from seven custodians, each with different columns, terminology and languages, and needed them in a single layout.
A private web app that converts every export into Sherpa’s own Excel layout, with transactions encoded in their format and data enriched.
In production, and maintained by Edition on a monthly engagement.
Senior engineers, fluent in finance.
Edition is a small studio. Our team has led engineering at a venture-backed wealth platform and built financial, security and cloud systems at scale.
Co-founded and led engineering at a venture-backed data platform serving wealth managers with $4B+ AUM.
Launched an embedded investment API with live trading on a Latin American stock exchange.
Built backend services used by millions, and data pipelines for Fortune 500 financial clients.
Founding engineers on a security and compliance platform.
Deployed AI agents for fraud, abuse detection and trust and safety.
Built open banking integrations, authentication and dispute automation.
Begin with a private conversation.
Tell us how your back office runs today. We will tell you, candidly, what is worth automating.
Book a private consultation →