SilverSurf Portfolio

Every holding, every document, one view for you and your clients.

Give clients a view of their whole portfolio that feels as polished as the firm behind it.

Get started See how it works

Win the competitive meeting.

Give clients investor relations they won't get elsewhere: every holding, public and private, current and in one place.

Sample data

Ashgrove Total Market IndexPublic$1.41M

Quarrystone Private Credit IIPrivate$1.28M

Marrowind Medical Office DSTPrivate$500K

Sample data

SilverSurf Portfolio

Adebayo-Carrow householdTotal $4.82M

Public $2.10MPrivate $2.72M

Position	Source	Documents	Value
Ashgrove Total Market Indexfrom your reporting system	from your reporting system		$1,412,300
Tellamy Short-Term Treasuryfrom your reporting system	from your reporting system		$688,900
Marrowind Medical Office DST DST	Private	K-1 Q3 statement	$500,000
Quarrystone Private Credit II Private credit	Private	K-1 Q3 statement	$1,284,550
Eldermoor Real Assets Interval Interval fund	Private	Q3 statement	$934,180

Private values from Q3 statements, updated Oct 15. Public values from your reporting system.

An experience clients notice.

Their whole portfolio, public and private, in one place they can open anytime: every value up to date and every statement a tap away.

Sample data

Everything you own$4,819,930

Quarrystone · Q3 statementOct 15

Marrowind · 2025 K-1Mar 12

Sample data

SilverSurf Portfolio

Client view · Adebayo-Carrow householdPreview

Welcome back

$4,819,930

Everything you own, public and private

Public 44%Private 56%

Your latest documents

PDF
Quarrystone Private Credit IIQ3 2026 statement
Oct 15
PDF
Marrowind Medical Office DST2025 Schedule K-1
Mar 12
PDF
Eldermoor Real Assets IntervalSeptember distribution
Sep 30

Answers before they have to ask.

K-1s, valuations, and distributions in one place, and clients can ask questions in plain English, any time.

Sample data

What did I receive in distributions this year?

$71,840 across three private positions

Quarrystone Q3 p. 2Eldermoor Q3 p. 4

Sample data

SilverSurf Portfolio

Ask · Adebayo-Carrow household

2025 tax forms

Marrowind Medical Office DSTSchedule K-1Received Mar 12
Quarrystone Private Credit IISchedule K-1Received Mar 28
Eldermoor Real Assets IntervalForm 1099Received Feb 14

What did I receive in distributions this year?

$71,840 across your three private positions: Quarrystone $46,210, Eldermoor $18,630, and Marrowind $7,000.

Quarrystone Q3 p. 2Eldermoor Q3 p. 4Marrowind notice

Also askedWhen is my next capital call?Has my 2025 K-1 arrived?

Offer new products with ease.

A new vehicle adds a row, not a process. Its statements flow in, and clients see it alongside everything else.

Sample data

Eldermoor Real Assets Interval31 households

Tessaly Private Credit Fund II9 households

Corvane Interval Income FundNew

Sample data

SilverSurf Portfolio

Products on your platform6 vehicles

Vehicle	Type	Households
Quarrystone Private Credit II	Private credit	22
Eldermoor Real Assets Interval	Interval fund	31
Marrowind Medical Office DST	DST	14
Fenwyck Partners Fund III	Private equity	12
Tessaly Private Credit Fund II	Private fund	9
Corvane Interval Income Fund New	Interval fund	0

Sponsor added
Statements and tax forms set to collect
Shows in client views once held

How it works

Statements, K-1s, and capital calls, collected from sponsor emails and portals.
Values pulled out. Your team reviews only the exceptions.
Shown next to the holdings from your reporting system.

Now onboarding

Give every client the whole picture.

Tell us a bit about your firm, and we'll be in touch.

Get started Book a time

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