skip to main content
Plan Sponsor or Plan Participant? Visit Wespath.org
Subaccounting offers institutional investors a more efficient and personalized investment accounting and record-keeping experience.

WII has made a subaccounting service offering available through Stellar Technology Solutions, LLC (Stellar)—the leading provider of accounting administrative services for faith-based and other philanthropic organizations. Subaccounting seeks to help institutional investors with multiple underlying investment accounts more efficiently manage their underlying investments. See our full subaccounting announcement here.

Sub-accounting icon

The Stellar iPhiTM (integrated philosophy) subaccounting platform is offered through a secure, online portal

Sub-accounting icon

Designed to support the subaccount administration needs and nuances of faith-based, not-for-profit institutions

Sub-accounting icon

Improve operational efficiency without increasing staff size

Sub-accounting icon

Gain real-time access to your organization’s accounts, as well as each of your client and donor accounts (subaccounts)

Sub-accounting icon

Subaccounts updated daily with performance and asset value information, allowing for better planned giving and portfolio control

Sub-accounting icon

Generates custom account statements

If your organization is interested in learning more about the subaccounting solution made available through Stellar, including pricing, please contact our Institutional Investment Services team at [email protected] or 847-866-4100.

Learn more about Stellar and its subaccounting offering.

Download our fact sheet.