For Independent Advisory Firms
Every dimension of a client's financial life, in one place.
For independent advisors building practices around the families they serve.
What Your Firm Operates
A practice on a single platform.
WealthDirector replaces the fragmented advisory stack with one platform. Client onboarding, planning, portfolio analysis, risk assessment, market intelligence, CRM, and compliance audit all operate against the same data. Workflows that previously crossed five vendors complete inside one system. The compliance trail is generated as the work happens, not assembled afterward.
The advisor remains the source of advice.
The platform makes every advice decision more informed.
The Advisor's Team
The team that previously only
the wealthiest practices could afford.
Specialist-grade analysis across tax, estate, investment, and risk — available inside the advisor's workflow. Analysis surfaces to the advisor for review and approval. Nothing reaches the client without the advisor's judgment.
The advisor's role elevates. The complex tax question that used to require an outside referral gets answered inside the practice. The estate question that used to wait for next quarter surfaces in real time. The advisor becomes the integrated point of access for the family's full financial complexity.
What Your Clients Experience
A personal family office,
made personal.
WealthDirector is offered to families through your firm. What follows is what they experience.
A complete picture of their wealth in one continuously-current view — every account, every entity, every goal, updated as their circumstances change. A planning experience that adapts as their life does.
A conversational surface where they can explore — what if we delay retirement, what if we accelerate the gift to the children, what if the markets turn.
The depth that the wealthiest families have always purchased through dedicated family offices, available to every client your firm serves.
Their information is encrypted, kept separate from other firms' — used only to serve them through your practice.
The Way We Work
First conversations are conducted
personally.
WealthDirector works with a small number of advisory firms at any given time.
Engagements begin by introduction.