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    Field Guide

    The industry gets better when it 
understands itself better.

    Thinking that matters. Not content that markets.

    FAQ

    FAQ

    Straight answers about what Field is, what it isn't, how it works, and what it means for the firm, the advisor, and the ecosystem.

    Field is the operating foundation for modern wealth management. We connect the data that advisory firms already have — across custodians, CRMs, planning tools, portfolio systems, and billing — into one coherent record of every client, every household, and every account.

    Field is not a CRM. It is not a portfolio system. It is not another tool for the advisor's toolkit. It is the layer underneath the toolkit — the data foundation that makes every tool above it work better.

    Those are applications. Field is infrastructure. A CRM holds client conversations. A portfolio system holds positions. A planning tool holds projections. None of them are designed to talk to each other — and none of them describe the same client the same way.

    Field sits underneath all of them. We do not replace any of these systems. We make them work together by building one canonical record of the client and the household — so every application above can act on the same truth.

    L0 — Sources. Custodial feeds, CRM systems, portfolio data, billing, alternatives, banking. Every place where data about the client and the practice already lives.

    L1 — Lakehouse. Normalized, entity-resolved, deduplicated. The data as it actually is — not as each system describes it differently. One version of the client. One version of the household.

    L2 — Ontology. The semantic layer. This is where the data becomes intelligence — where questions like "which clients need attention right now and why" have answers without manual cross-referencing.

    In your tenant, in your cloud environment, under your control. Field reads, normalizes, and resolves — but the data does not leave the perimeter you control. There is no central Field database that holds your clients' information.

    You keep it. The canonical data record Field builds for your firm — the connected pipes, the normalized records, the resolved entities, the schema, the provenance, the history — all travel with you, on notice.

    This is structural, not aspirational. Portability is not a feature we offer. It is a right we built into the architecture.

    The foundation is here.
    Build on it.

    See how Field connects the data your firm already has into one coherent foundation.

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