Introducing WealthVista. The Advisor Experience Reimagined

A Wealth Solution to Meet Your Needs—Growth, Efficiency & Engagement

• EXECUTIVE/CEO

  WealthVista delivers value immediately with a seamless, advisor-centric wealth management experience. By freeing advisors from administrative tasks, WealthVista empowers them to focus on clients, boosting productivity and enhancing client relationships for sustainable growth. With its intuitive, cloud-based platform, WealthVista consolidates tools and reduces the need for costly infrastructure, streamlining operations and maximizing ROI.

  • Attract and retain advisors
  • Turn productivity into growth
  • Cut costs, boost efficiency, maximize ROI

• TECHNOLOGY/CTO

  WealthVista eliminates data silos and offers a comprehensive view of advisor performance by consolidating and normalizing data. Configured to meet business needs, WealthVista integrates seamlessly with existing systems, maximizing the value of your tech stack and optimizing your technology investment. The platform enhances collaboration by enabling advisors to access and share insights, fostering stronger client relationships and informed financial strategies. 

  • Streamline and scale with unified data
  • Seamless integration with your existing tech stack
  • Efficiently collaborate and leverage collective expertise

• ADVISOR

  WealthVista empowers advisors by delivering holistic financial data that reflects investments, retirement and legacy planning, and insurance assets—across every stage of your clients' financial lives. With integrated technology, you can access everything in one place, eliminating the hassle of switching between tools and reducing redundant tasks. Personalized reporting and collaborative tools enable you to build meaningful connections and provide advice that reflects each client’s unique goals and financial needs, positioning you as their trusted advisor.

  • Comprehensive solutions for every client's financial journey
  • Simplified workflows, stronger relationships
  • Deep client engagement through personalization