Plug & Play Wealthfy to
Adaptable, Flexible, Seamless
Adaptable, Flexible, Seamless white label to functional module
Interweave With Legacy Systems
Can interweave with legacy systems
Customized Workflow
Customized workflow
Modular Full Stack API
Modular Full Stack API: Pick & Build
Client Reporting with Embedded analytics
Multi asset, Account aggregation , Attribution - Wealthfy
gives you a competitive edge by empowering you with portfolio intelligence on your client's portfolio. Our powerful visualization widgets can seamlessly integrate with advisor and client portal, freeing up advisor time to focus on investment strategy and giving an engaging experience to clients. Attribution and Family aggregation mix.
 Client Reporting with Embedded analytics
Goal Based Robo advice
Goal Based Robo advice
Portfolio construction, Portfolio monitoring & Rebalance
With Wealthy "Goal based advisory bring life to your advice and wealth management by recommending the tailor made portfolio for the each financial goal by blending our ROBO capabilities with your Human intelligence". Personalize the experience of your Client by our Sophisticated Portfolio Intelligence and Rebalancer. With complete automation of advice to careful bionic mix to create a ROBO assist platform we make the wealth management truly digital.
Relationship Manager APP
Client management, Portfolio review , Portfolio simulation
Digital Advisor and Rebalancing is a turnkey solution for firm of any size by bringing in a Robo- human assist solution from client on-boarding , Portfolio construction , Portfolio monitoring , Portfolio reporting and analytics and Rebalancing. Improve your Topline and efficiency by our new tech and personal touch digital advisor.
Relationship Manager APP