Delight Family Members with a Personal Online Dashboard

Your family’s one-page financial picture

Your personal family dashboard

Effortlessly get a unified online view and consolidated reporting of your wealthy family's net worth. Data is automatically aggregated and updated daily from multiple custodians or investment managers and visible for an individual family member or groups within the family.

A secure access to your net worth

Your family dashboard divides your net worth by family members, asset type, group and legal entitites.

Review your account’s activities from a single dashboard

Seamless integration

Wealthica connects to your financial institutions and saves all your transaction history. The integration is seamless, and our support team will get it running for you in a few minutes.

In Development

Export your transactions

Ease your reporting and accounting tasks by using Wealthica to collect and consolidate all your transactions and export them easily to Excel or Quickbooks Online.

Additional features of Wealthica for the Family Office

Enhanced Security

As a Family Office user, in addition to the same bank-level security and data encryption measures as Wealthica for Investors, all your data is hosted in a private environment with private databases maintained exclusively for you.

Imports of Assets Lists

We will import your assets lists for assets that are not held with a custodian, brokerage or financial institutions. Just provide an Excel file or a list of your assets like private equity, your wine collection, your cars or anything else and we'll load it to Wealthica.

Priority Support & Integration

You get priority support and we will custom build integrations with unsupported institutions for you when needed. We will make sure you can track all your family's wealth from all the sources you use.

Transaction Concierge

We'll help you fix transactions and add custom rules to better recognize or identify your transactions in the future. We will also assist you and remind you to fix broken connections with your institutions when needed.

Get Wealthica for your Family Office

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