WMS is a wealth management platform built for financial advisors and their clients. Manage complex client portfolios, consolidate financial information, coordinate wealth planning, and give clients a secure place to view their portfolios and maintain their documentation.
Advisor workspace shown with fictional demonstration data. Institution marks in the prototype do not indicate live integrations.
One platform, two experiences
Built for advisors. Accessible to clients.
WMS brings advisor workflows and client-facing financial information together in one platform, helping advisory firms manage complex relationships while giving clients visibility into their wealth.
01 / ADVISOR WORKSPACE
For financial advisors
Work across client portfolios, household structures, financial positions, allocation strategies, and planning documentation from a centralized advisor workspace.
The advisor platform supports portfolio organization, financial reporting, allocation analysis, and wealth planning workflows.
Organize client portfolios and relationships
Review financial positions and allocations
Coordinate planning and documentation
Work across individuals, families, trusts, and businesses
02 / CLIENT EXPERIENCE
For clients
Provide clients with a dedicated portal to review their portfolio, understand financial information, and keep documents and authorized information up to date.
Combining advisor workflows with wealth management client portal software, WMS gives firms a consistent experience for managing and sharing financial information.
View portfolio and wealth information
Access financial documents and reports
Upload and maintain documentation
Keep shared information current
Platform capabilities
Built around real wealth management workflows.
From consolidated financial reporting to complex family structures and long-term planning, WMS supports the information and workflows financial advisors rely on every day. It is a wealth management portal solution that connects the advisor and client experience.
01
Consolidated Net Worth & Reporting
Bring assets, liabilities, and household information into consolidated wealth statements and reports for a clearer financial picture.
02
Wealth Allocation & Risk
Review asset distribution, investment organization, and recorded risk factors across complex client portfolios.
03
Household & Entity Management
Organize wealth across individuals, families, trusts, and business entities while preserving ownership relationships.
04
Investment Accounts & Retirement Assets
Keep investment accounts, qualified retirement plans, stock options, and other assets in view across a client’s wealth picture.
05
Liabilities & Mortgages
Include mortgages and other liabilities alongside assets to understand net worth and financial obligations.
06
Insurance & Protection
Keep recorded insurance and protection information alongside the wider household financial picture.
07
Estate, Succession & Giving
Coordinate records for estate planning, business succession, charitable giving, education gifting, and wealth transfer.
08
Document Management
Organize financial and planning documents through advisor and client-facing access, uploads, and downloads.
09
Advisor Administration & Client Access
Coordinate advisor teams and client access with permissions shaped around what each user can view and maintain.
Financial data workflows
Connect the financial information behind the portfolio.
WMS supports data import and integration workflows across custodian data, banking information, financial accounts, and other sources. CSV and spreadsheet imports can help bring financial records into consolidated reporting. Connections to specific institutions depend on implementation and should be discussed for each deployment.
Ask questions about wealth data. Get clearer answers.
WMS explores natural-language questions about available financial information, from household net worth to asset allocation. The current assistant experience is a demonstration with deterministic responses based on fictional data; a live AI backend is not represented here.
In the demonstration, a client asks about real estate and sees the properties and values behind the household total.
Prototype assistant conversation using fictional household data.
Client-facing portal
A client experience that reflects your firm.
For firms looking for a branded client portal for wealth managers, WMS offers a professional place for clients to review portfolio information and documentation.
Give clients a consistent place to understand their financial picture, access relevant documents, and keep important records current.
Client portal prototype with fictional data. Institution marks are illustrative only.
See WMS in context
See how WMS fits your wealth management workflows.
Tell us about your advisory firm, portfolio management needs, or client portal requirements. We can walk you through WMS and discuss how it fits your existing technology environment.
