Free
$0free forever
Every sign-up starts here.
- 1 product, 1 data source
- 50 insight credits a month
- Full trace visible
- Buy credit bundles any time
- Data sources are removed after 30 days without use
STEWARD for wealth and advisory software
A wealth management firm runs its client reviews on its own platform. STEWARD is embedded inside it. When a decision cannot wait, STEWARD reads the product sheets and the live positions the moment the advisor asks, and answers with its sources.
WHY STEWARD STEWARD is perfect for finance platforms.
Every answer shows its work.
Source, time, input, output. Logged and exportable. STEWARD answers only from the firm's own material.
Mandates checked against live positions.
STEWARD reads the mandate and the positions live from your platform API, under the advisor's own login, and checks every holding against the product sheets in the knowledge base.
Clauses and weights, cited.
A mandate check across every position comes back with weights and clauses cited, ready for the client review.
No advice, no forecast.
A forecast is not in the firm's material, so STEWARD says so. It gives no investment advice.
The advisor decides.
STEWARD reads. The advisor decides what reaches the review. STEWARD never trades.
Built for the vendors that serve firms.
Software companies that serve advisory and wealth firms embed STEWARD once and offer an expert to every client firm.
PRICING Start free. Upgrade when your users depend on it.
Starter
$490per year, or $49 a month2 months free
One product, one team.
Everything in Free, plus
- 2 products, 3 data sources
- 180 insight credits a month
- Records kept 90 days
Most chosen
Growth
$2,990per year, or $299 a month2 months free
A product company, or an agency's client book.
Everything in Starter, plus
- 5 products, 5 data sources
- 1,200 insight credits a month
Enterprise
Custom
Sold by contract.
- Starts at Growth's values, or the contract's
- Secret keys and the control-plane API
- Records kept 6 months, up to a year
A delivered answer costs one to five credits, by depth. An answer that never arrived costs nothing. No seats. No overage.
QUESTIONS STEWARD, in plain words.
What can STEWARD answer for a wealth or advisory platform?
STEWARD answers mandate and product questions from the firm's own product sheets and the live positions, under each advisor's own login, with weights and clauses cited. It gives no investment advice and makes no forecast.
Does STEWARD give investment advice?
STEWARD answers from the firm's own material and live records. It gives no investment advice and makes no forecast.
Who buys STEWARD in finance?
The software companies that serve advisory and wealth firms embed STEWARD in their platforms.
What does STEWARD record for each answer?
STEWARD records source, time, input, output. Logged and exportable. STEWARD does not record who asked.
Does STEWARD need signed-in users?
STEWARD's live reads need a host application with signed-in users, because STEWARD borrows their token. A public site without login gets knowledge-base answers only.
Where does the data go?
AWS services alone process STEWARD's institutional content. AWS Bedrock is the sole model provider.