All Accounts49 Total
Connected Banks7
All Accounts gives you a unified view of connected accounts and transactions.
Simplify your financeswithconfidence
Consolidate reporting, approvals, treasury workflows, and portfolio intelligence in one control layer built for modern wealth teams.
Built for the modern investor stack.
Focused modules that keep wealth teams fast without sacrificing governance or visibility.
$138M+
AUM on platform
across active clients
99.98%
Platform uptime
rolling 12-month SLA
< 2s
Reconciliation
real-time settlement feeds
01
Complete Overview
Every portfolio, position, and cash account reconciled daily into one continuous view.
02
Flexible Reporting
Generate net-worth views, stakeholder summaries, and export-ready reports from the same reconciled data.
03
Enterprise Controls
SOC 2 Type II, field-level encryption, and action-level audit trails on by default.
Platform
One platform, every module.
Integrated workflows across treasury, private markets, risk, and reporting — connected by design.
01
Liquidity
Treasury
Cash forecasting, disbursement controls, and banking instructions — managed from one operational layer.
02
Alternatives
Private Markets
Capital call workflows, vintage tracking, and commitment pacing for private funds — without the spreadsheet.
03
Controls
Risk Desk
Concentration limits, scenario testing, and compliance checks run continuously against your live portfolio.
04
Reporting
Client Reporting
Branded reports and secure sharing channels with full delivery analytics and version control.
Security
Security built into every workflow.
Your operational stack should not trade security for speed. Spiegel keeps both while keeping your data private and under your control.
01
End-to-end encryption
All data in transit and at rest is encrypted using AES-256 and TLS 1.3 with no exceptions.
02
Private by default
Your financial data is not sold or broadly shared. Access stays limited to the people and entities you explicitly authorize.
03
Role isolation
Granular permissions across advisors, admins, and external viewers, scoped to the field.
AES-256 EncryptionTLS 1.3Private by DefaultMulti-Factor AuthenticationGranular Permissions
Leave bank and exchange dashboards behind.
Manage banks, wallets, exchanges, balances, and sync operations from one operational surface.
Connected institutions and crypto infrastructure reconciled in one workflow, with live sync status and actions.
Connected Accounts
Search account, institution, or wallet...
Bank Accounts33
Crypto Wallets14
Charles Schwab - Plaid Cash Management
Connected • Last sync at Jan 9, 03:36 PM
$12,060.00
Chase - Plaid Cash Management
Connected • Last sync at Feb 12, 08:10 PM
$12,060.00
Plaid Business Credit Card
Connected • Last sync at Feb 25, 06:48 PM
$5,020.00
Last Synced: 48 Min Ago
All Accounts
7
Exchanges
3
Bank Connections
Charles SchwabChaseCitizens BankHuntington BankPNCU.S. BankWells Fargo
Exchange Connections
KrakenGeminiCoinbase
All Accounts
49
Account Types
Bank Accounts 33Crypto Wallets 14Exchanges 2
Filter by All Accounts, Bank Accounts, Crypto Wallets, and Exchanges in one place.
$4.38M
$3.61M
$484K
Wallets Tokens Protocols Exchanges
All Wallets Overview tracks token holdings, protocol positions, and exchanges.
Plaid is configured • 33 account(s) connected
Sync To Holdings
Plaid Integration keeps connection status, sync actions, and account management together.
Pricing
Everything you need, one flat price.
Live subscription pricing, no per-seat fees, and direct checkout from the same surface.
01Monthly
$1,000per month
- Complete portfolio management platform
- Real-time digital asset tracking
- Plaid banking integration
- Advanced reporting & analytics
- Entity management system
- Document vault
- AI assistant
- Cancel anytime
02AnnualSave $2,000
$10,000per year
- Complete portfolio management platform
- Real-time digital asset tracking
- Plaid banking integration
- Advanced reporting & analytics
- Entity management system
- Document vault
- AI assistant
- Priority support
Need a custom volume deal or dedicated infrastructure? Talk to us
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