Empowering
with tools and technology to scale up their practice to a thriving business
wealthphi
resolves the issues financial advisors are facing in pursuit of them to stay relevant, capture the opportunities, and grow. Above all to be the leader and the significant player that the tech-first new entrants have already achieved beating the incumbents.
Connect it all seamlessly
and transform to a smart, digital and scalable organization
Support your Business
and team to achieve
Higher Revenue
Maximum Profits
Focus on Investor goals
and experience
Expect more from your technology partner
You are determined to grow and have set your goals.
The requirements have been identified that will help you to achieve those goals.
Now you are ready to invest in technology that’s effective and efficient yet should provide the value for money.
The search stops here for a tech-partner that supports the entire journey
Your way to the top Financial Advisors starts here.
End to end automation with embedded data governance so the Advisor can focus on his core business.
Multi product wealth management solution to diagnose, build and monitor client portfolios.
Integrated systems to stop all data leakages and further engineered to derive holistic insights.
Powerful and custom analytics to support decision-making, formulate client solutions and business strategy.
Who should use wealthphi
- Individual Financial Advisors, Registered Investment Advisors, Mutual Fund Distributors, Family Offices
- Individuals, Boutiques, and Organizations
Key Features of wealthphi
Automated data feeds
Manage and report multiple products
Web and mobile access for Investors
Entire wealth management journey of the investor on a single platform
Proprietary datasets enriched with economic and financial data from vendors
Analytics based wealth management solutioning – standard as well as customizable
wealthphi - Also Available for Mobile
IOS and Android App Available for Investors
Transition in quick and simple clicks
Whether you are working out of spreadsheets or other platforms, getting onboarded to wealthphi remains hassle-free with no loss of data, expense, and time. Learn how?
Create an account
Update your data sources
Voila! you are done.
Plans and Pricing
Base
Start your journey as an Advisor at NO COST and yet have the tools that enables you to be more productive; and focused on growth and clients.
Professional
For the Advisors or Advisory firms that manage large number of clients and want to expand their relationship with the existing clients. Provide an improved digital experience to their clients.
Enterprise
Advisory firms that are ready to invest in expanding their business and want to have the best wealth management tools for their clients and employees.
