Overview

Aristata is proprietary award winning software developed by Bristlecone Advisors that provides for unparalleled organization and simplicity in managing your family office needs.

We add significant value to your account by having complete, accurate and timely information. Recognizing that technology and information management each play a critical role in efficiently serving private clients, Bristlecone Advisors created Aristata, an information management system that leverages six core applications to centralize client information, define operating processes, and facilitate communication with clients.

Through Aristata, Bristlecone Advisors delivers a higher level, more proactive and more efficient level of client experience.

 

 

 

 

 

 

“Through Aristata, Bristlecone delivers a more proactive and more efficient level of client experience.”

 

Bristlecone Advisors and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. ("Schwab"). Schwab does not prepare, or verify or endorse information distributed by Bristlecone Advisors. The Best-in-Tech Award, part of Schwab's IMPACT Awards(R) program, is not an endorsement, testimonial endorsement, recommendation or referral to Bristlecone Advisors with respect to its investment advisory and other services.