Your team, your rules
Decide who sees what, who changes what, and who simply watches. Platinum gives you full authority over every user, every role, and every piece of data in the system.
Stator Platinum
Multi-user access, enterprise-grade security, full audit trails and your own branding. Everything a firm needs to manage portfolios at scale, with nothing stripped from the Stator you already know.
Decide who sees what, who changes what, and who simply watches. Platinum gives you full authority over every user, every role, and every piece of data in the system.
Every change is tracked automatically- what moved, when, and who did it. When the question comes, the answer is already there.
White-label Stator with your name, your logo, your identity. Clients see your firm- not ours.
Give every team member their own login. Everyone works from the same live data, no file sharing, no version conflicts, no wondering who changed what. You control who gets in and exactly what they see.
Full role-based access control, built in. Define roles by function- analyst, administrator, read-only and assign permissions per user or access level. Sensitive data stays visible only to the people who should see it.
Two levels of audit tracking record what changed, when, and by whom- automatically. No manual logging, no guesswork. When compliance or a client asks for a trail, the answer is already waiting.
Hold assets in any currency your clients trade. Stator reconciles everything back to a base currency per Estate- automatically and accurately. Global portfolios, clean reporting, no spreadsheet gymnastics.
Good to know
Yes. Your existing data, Estates and configuration carry straight across, nothing is lost or rebuilt. Upgrading adds Platinum's features on top of everything you already have.
Platinum is a subscription. Pricing depends on your team size and setup- get in touch and we'll put together the right plan for your firm.
No. Platinum works straight away with a local embedded database- no server, no IT department required. When you're ready to connect your team, you can move to a centralised database on your network at any time. Start simple, scale when it makes sense.
We have a dedicated FAQ page with more questions. But failing that- please send us an email and we will answer all your questions.
Get in touch and we'll walk you through what Platinum can do for your firm. Whether you're a two-person advisory or a multi-desk operation, we'll help you find the right setup.