Alderstone Advisory
Client reviews need evidence, not anecdotes
Alderstone Advisory is a registered investment adviser serving high-net-worth families. Principal Grant Ellison ran quarterly equity reviews from terminal snapshots pasted into PowerPoint — fair value as a single number, no band, no history, and no documented methodology compliance could audit.
The firm needed institutional-grade context at retail economics: True Price bands on every holding, regime framing from FROST, and a data pipeline their compliance team could explain in one paragraph.
Implementation
One platform, documented methodology
Advisors moved client holdings into DollarFlow watchlists. The Company slideout shows True Price v3 bands against price history; Command Center adds FROST opportunity score and the valuation map for sector context. The nightly pipeline publishes artifacts compliance can trace — no black-box vendor model.
At $29 per advisor versus a full terminal seat, the economics were obvious. The hit rate on "add versus trim" recommendations improved because advisors could see when price had already run through fair value.
“For the first time we can show a client where price sits relative to our fair-value band — and point to the methodology behind it.”
The result
6 hours saved per advisor, every week
Review prep dropped from roughly eight hours to under two per advisor each week. Documented FROST methodology gave compliance a checklist instead of a debate. Drawdown on model portfolios avoided an estimated 9% during a volatile stretch when advisors trimmed names that had breached upper bands early.
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