The

wealth

consolidation

platform

your

clients

deserve.

Boost your investment services with a personalized and user-friendly digital experience, offering your clients a clear view of their wealth's growth.

Request a demo

For investment firms and their private clients

Offer a streamlined solution for professionals in the investment industry and their private clients.
Single Family Office

Empower Informed Decisions

Focus on analysis and decision-making, while Wealthpoint handles data aggregation, calculations, and provides you with the tools for personalized analysis to make informed decisions.

Banking connections made simple

Your clients can securly connect to 320+ banks, crypto accounts, and brokers for instant access to their entire wealth anytime, anywhere

White labeling

Offer an hyper-personalized experience

WealtPoint gives wealth management firms access to valuable data and analytics which enables you to create bespoke, tailor-made solutions for your clients

Your identity

The platform will be at your color and with your logo to match your identity

Your dashboard

Flexible dashboard, customize to enhance client experience with essential metrics.
Get started
Dashboard mockup
Security

The data security is our priority

The security of information holds a central role in our wealth management platform, and we remain committed to sustained investments, assuring the highest level of data protection for your information

Swiss based servers

The data is computed, stored, and hosted in Switzerland, upholding the highest standards of data security and privacy.

Encrypted data

All the data is encrypted using AES-256 and SHA-256 algorithms, and you are the sole entities with access to your unencrypted data.

Read only access

Your data can only be accessed following a request from you and with your explicit consent. Access rights are restricted to 'Read Only,' and no write permissions are granted.
Dashboard mockup
Collaborate

Private client-advisor communication portal

Access a secure platform tailored for confidential and seamless communication with your private clients.

Collabote with your clients

Simplify collaboration with your client, and team members. Enjoy seamless interaction, making it easier to collectively manage their wealth and make informed decisions.

Secure communication

Secure communication platform and tailored access rights to ensure personalized control, enabling the safe sharing of messages and documents within your team.
Get started

Ready to enhance
your financial services ?

Thank you!
Your submission has been received!
Oops!
Something went wrong! Try again later
REQUEST A DEMO

We look forward to sharing more information about our vision and technology with you

Get started

One platform. One view.
All your investments.

WealthPoint PlatformSolutions for advisorsContact us
Privacy PolicyTerms and ConditionsLegal
Ⓒ WealthPoint 2023 - Made in Switzerland - All rights reserved.