Fully Integrated Dashboard and 360 View for Financial Advisors
WEALTHICA ADVISOR INSIGHTS
Know your client, grow your AUM by giving better advice and offer the right product
Gain instant access to a holistic view of your clients' financial portfolios, including account types, balances, transactions, investment returns, and stock holdings. This comprehensive overview ensures you have the most up-to-date information at your fingertips, allowing for smarter investment strategies and tailored advice.
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See all your clients in one place
Effortlessly get a unified online view of all your clients and consolidated reporting of their net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers making it easy to review the complete asset allocation.
Streamlined Performance Tracking
Monitor the performance of your clients' investments over time. Evaluate their portfolio's growth, track individual holdings, and identify potential opportunities for optimization. With Wealthica Advisor Insights, you can proactively engage your clients with data-driven insights that enhance their investment experience.
Time-Saving Efficiency
Say goodbye to manual data entry and tedious reconciliation tasks. Our automated processes seamlessly consolidate data from over 250 financial institutions, eliminating the need for multiple logins and complex integrations. Spend more time focusing on what matters most—building strong client relationships and providing exceptional financial guidance.
Enhanced Client Collaboration
Strengthen your client relationships with transparent and collaborative wealth management. The Wealthica dashboard enables you to securely share customized reports, investment summaries, and performance updates, fostering trust and engagement. Empower your clients to actively participate in their financial journey, leading to increased satisfaction and loyalty.
Robust Security Measures
Rest assured that your clients' sensitive information is safeguarded with the highest level of security and we are SOC 2 type II certified. Wealthica adheres to industry-leading data encryption protocols and regulatory compliance standards, ensuring privacy and confidentiality throughout every interaction. You can even keep important documents in a secure digital file vault so everything is safeguarded in one place!
Starting at $100/month
Contact Us!
Email us at sales@wealthica.com or chat with us in real-time using the chat widget at the bottom right of this page.