A wealth operating system
The governance system
for serious wealth.
Ironlake replaces the behavioral guardrails a financial advisor provides: discipline against impulsive decisions, structured reviews, and written policies that anchor every action to a deliberate strategy.
Policy-first
Every portfolio action traces back to your Investment Policy Statement. The IPS is the constitution; features are the enforcement.
Behavioral discipline
Decision journals, sell rules, cooling-off periods, and stabilization modes — the app makes it harder to do impulsive things.
After-tax reality
Every number reflects what you actually keep. Tax character, asset location, and fee drag are first-class, not afterthoughts.