Make Your Performance
Impossible to Ignore.

We make it effortless for select investment teams to
communicate their investment content on their websites.

We turn your insight into clarity — through fully managed charts.

No need for internal tech, operation, or marketing efforts.

We make it effortless for select investment teams to communicate their investment content on their websites.

No need for internal tech, operation, or marketing efforts.

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A Quiet Upgrade to the
Most Visible Part of Your Firm

We don’t just give you charts — we quietly take ownership of how your
investment content shows up online. No dev tickets. No delays.

Real-Time Data Integration

Your numbers, always fresh, accurate, and positioned to impress. From APIs to custom backends, we plug into your system and keep your visuals in sync — automatically.

Real-Time Data Integration

Your numbers, always fresh, accurate, and positioned to impress. From APIs to custom backends, we plug into your system and keep your visuals in sync — automatically.

High-Impact Visualization

From performance charts to allocation breakdowns, we design investor-grade visuals that don’t just look good — they say something. Every pixel earns its place.

High-Impact Visualization

From performance charts to allocation breakdowns, we design investor-grade visuals that don’t just look good — they say something. Every pixel earns its place.

Modular Marketing Tools

Interactive calculators, fund finders, and storytelling components, all plug-and-play, built on React, and designed for maximum reusability across your website or client portal.

Modular Marketing Tools

Interactive calculators, fund finders, and storytelling components, all plug-and-play, built on React, and designed for maximum reusability across your website or client portal.

We Do the Math for You

We don’t just display your data — we process it. Price series, return tables, allocations: we calculate, structure, and shape your inputs into a clear, branded investment story — no analyst or dev required.

We Do the Math for You

We don’t just display your data — we process it. Price series, return tables, allocations: we calculate, structure, and shape your inputs into a clear, branded investment story — no analyst or dev required.

Frictionless Collaboration

We work like your internal digital marketing team — fast, structured, and minimal lift on your side. No lengthy discovery phases. No unnecessary meetings. Just execution.

Frictionless Collaboration

We work like your internal digital marketing team — fast, structured, and minimal lift on your side. No lengthy discovery phases. No unnecessary meetings. Just execution.

Outcomes That Scale

Our tools and visuals don’t just look sharp — they help prospects understand your edge, reduce internal friction, and support AUM growth. We enhance your digital presence so it reflects the quality of your performance.

Outcomes That Scale

Our tools and visuals don’t just look sharp — they help prospects understand your edge, reduce internal friction, and support AUM growth. We enhance your digital presence so it reflects the quality of your performance.

Track Your Finances with Ease

Get a comprehensive overview of your financial performance. Monitor net sales, visualize trends over time, and make data-driven decisions to optimize your revenue growth.

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Manage Your Discounts Effectively

Easily organize and track all active discounts in one place. Keep your promotions up-to-date and ensure your customers enjoy the best offers tailored to their needs.

Boost Your Marketing Impact

Understand your marketing performance at a glance. Track online sessions, monitor conversions, and adjust your strategies to drive better engagement and sales.

Deep Dive into Your Analytics

Gain insights into key metrics, compare performance over time, and stay on top of trends. From sales data to customer behavior, make informed decisions with powerful analytics at your fingertips.

What Sets Us Apart

Engineered at the intersection of
capital, clarity, and code.

PartStone is built on the investment and digital product experience developed at LIQID, paired with the operational excellence gained at Solactive.

From crafting advisor-facing tools to ensuring daily index data lands accurately on Bloomberg, the foundation behind PartStone understands both the front-end clarity wealth managers need — and the backend reliability institutions demand.

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What Do Clients Say

Backed by Those , Who Build Trust.

Used by teams managing portfolios in Germany, Singapore, and Switzerland. We don’t name drop. But you’d recognize them.

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

How It Works

From Numbers to Narrative — in 72 hours.

We transform your data into live, on-brand components — whether it’s fund visuals, interactive tools, or investment stories. Everything is styled, brand-aligned, and ready to embed within 72 hours. No internal efforts — no dev, analyst, or design needed. Just results, delivered fast.

First

We connect directly to your source data — whatever fits your techstack. No reformatting, no developer lift.

First

We connect directly to your source data — whatever fits your techstack. No reformatting, no developer lift.

First

We connect directly to your source data — whatever fits your techstack. No reformatting, no developer lift.

Then

We turn it into live, styled components — fully aligned with your brand and built to communicate with clarity.

Then

We turn it into live, styled components — fully aligned with your brand and built to communicate with clarity.

Then

We turn it into live, styled components — fully aligned with your brand and built to communicate with clarity.

Last

You embed a single line of code — and your content goes live. Always current. Always on-brand. No ops overhead. Just outcomes.

Last

You embed a single line of code — and your content goes live. Always current. Always on-brand. No ops overhead. Just outcomes.

Last

You embed a single line of code — and your content goes live. Always current. Always on-brand. No ops overhead. Just outcomes.

Why it matters

Backed by Those , Who Build Trust.

Used by teams managing portfolios in Germany, Singapore, and Switzerland. We don’t name drop. But you’d recognize them.

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We went from internal static fund PDFs to live, embedded components in under 72 hours — fully on-brand. It feels like we unlocked a design and dev team without adding headcount. For a platform managing over €100M AUM, that kind of leverage is rare.”

Product Lead, Wealth Manager

>€100M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“We’ve spent years refining how we allocate capital — but how it showed up online was always a bottleneck. With PartStone, our entire fund suite now updates without marketing, design, or IT involvement. It’s the digital layer we didn’t know we were missing.”

CIO, Investment Firm

>€250M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

“What convinced me wasn’t just the output — it was that we no longer had to chase updates across tech, product, and compliance. PartStone made fund communication something we could actually move fast with.”

Head of Marketing, Asset Manager

>€ 300M AUM

Frequently Asked Questions

Get quick answers to the most common questions about our platform.

How does the pricing structure work?

Can I upgrade or downgrade my plan at any time?

What kind of customer support is available?

Is my data safe with your SaaS platform?

How does the pricing structure work?

Can I upgrade or downgrade my plan at any time?

What kind of customer support is available?

Is my data safe with your SaaS platform?

How does the pricing structure work?

Can I upgrade or downgrade my plan at any time?

What kind of customer support is available?

Is my data safe with your SaaS platform?

Simple Pricing for Every Team

Choose the plan that fits your needs, whether you’re just starting out or scaling your business.

Free

$0

Free for everyone

10 members

2 teams

Up to 100 leads

Lifetime support

Get started

Free

$0

Free for everyone

10 members

2 teams

Up to 100 leads

Lifetime support

Get started

Free

$0

Free for everyone

10 members

2 teams

Up to 100 leads

Lifetime support

Get started

Starter

$15.00

Perfect for inpetendent sellers

20 members

5 teams

Up to 500 leads

Lifetime support

Get started

Starter

$15.00

Perfect for inpetendent sellers

20 members

5 teams

Up to 500 leads

Lifetime support

Get started

Starter

$15.00

Perfect for inpetendent sellers

20 members

5 teams

Up to 500 leads

Lifetime support

Get started

Pro

$20.00

Perfect for agencies

50 members

10 teams

Up to 1000 leads

Lifetime support

Get started

Pro

$20.00

Perfect for agencies

50 members

10 teams

Up to 1000 leads

Lifetime support

Get started

Pro

$20.00

Perfect for agencies

50 members

10 teams

Up to 1000 leads

Lifetime support

Get started

Enterprise

$42.00

Perfect for companies

Unlimited members

Unlimited teams

Unlimited leads

Lifetime support

Get started

Enterprise

$42.00

Perfect for companies

Unlimited members

Unlimited teams

Unlimited leads

Lifetime support

Get started

Enterprise

$42.00

Perfect for companies

Unlimited members

Unlimited teams

Unlimited leads

Lifetime support

Get started

Ready to Transform Your Workflow?

Start your journey today with a free trial and experience the difference firsthand.

Get template

Ready to Transform Your Workflow?

Start your journey today with a free trial and experience the difference firsthand.

Get template

Ready to Transform Your Workflow?

Start your journey today with a free trial and experience the difference firsthand.

Get template