WealthSolve
Client holdings, statements and multi-currency reporting
WealthSolve · Use cases
Four common wealth-management challenges, and how WealthSolve is being built to address them.
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.
Wealth advisers and portfolio managers
Pain: The adviser spends time gathering information instead of preparing for the client.
Outcome: A current household view before the first conversation of the day.
Client reporting and operations
Pain: Every reporting cycle becomes a project of validation, formatting and version control.
Outcome: Branded statements built from the same client book advisers already use.
Private wealth and multi-manager wealth
Pain: Every custodian structures data differently, making consolidation difficult to trust.
Outcome: One client view across custodians, accounts and currencies.
Family offices and outsourced CIO teams
Pain: Entities, currencies and private assets are tracked across multiple spreadsheets and reporting packs.
Outcome: A consolidated household view that supports reporting, statements and board packs.
Holdings across custodians and currencies in one view, with branded statements built from the same client book. WealthSolve is in development with a small number of early partner firms. Register your interest to get early access and help shape how it fits your reporting and client-service processes.