Client book
See the complete client position
Holdings are consolidated across accounts and currencies, giving advisers a current view of each client and their investments.
WealthSolve
Client holdings, statements and multi-currency reporting
Client wealth platform
Client wealth in one place, ready for the conversation
A consolidated client book across custodians and currencies, with statements, reporting and adviser conversations all working from the same trusted data.
WealthSolve is currently being developed with a small group of early partner firms. Register your interest to get early access and help shape how it evolves.
Coming soon
Designed for wealth managers, private-client teams and family offices that need a consistent client view across custodians, currencies and reporting cycles.
WHY WEALTHSOLVE
Client holdings, statements and multi-currency in one place
STATEMENTS
Reporting from the same client data
Produce branded client statements from the same holdings and investment data advisers use in WealthSolve.
Multi-currency
See the portfolio in any currency
Consolidate holdings, cash and performance into the client’s reporting currency, across accounts and underlying currencies.
Operations
Bring custodian data in automatically
Custodian and platform files are loaded automatically as they arrive. Exceptions are flagged for review while valid data continues through the process.
THE CHALLENGE
Bringing the complete client picture together
Client holdings, cash and performance can sit across multiple custodians, platforms and currencies. Bringing that information together consistently takes time, particularly when the same data also needs to support adviser meetings, client reporting and operations.
Bringing client information together
Advisers need a complete view across accounts, custodians and currencies without having to gather information from several places.
Keeping reporting consistent
Client statements need accurate, validated data while remaining consistent with the information advisers use day to day.
Consolidating across currencies
Holdings, cash and performance need to be brought together consistently across currencies, without relying on separate spreadsheet processes.
Managing data from different sources
Custodian and platform files arrive from different sources and in different formats, creating work to validate and prepare the data before it can be used.
Client wealth in one place, ready for the conversation
Register your interest and we'll talk through your custodians, currencies and reporting process, and whether WealthSolve fits the way your advisers work today.