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WealthSite


Uncompromised Wealth Management Technology

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WealthSite


Uncompromised Wealth Management Technology

Sophisticated Reporting for Discerning Advisors
 

WealthSite partners with Wealth Advisory Firms needing to communicate a clear, well organized and professional story to each of their clients. 

Our platform provides portfolio management and accounting, robust reporting, client billing, client portal,  CRM integration and other features.  Our clients include single and multi-family offices, traditional wealth advisory firms and money managers.  We excel in meeting the needs of anyone serving high net worth clients.

WealthSite is not just a software platform; we are reporting experts with decades of experience in the wealth management space.  We provide our clients with the key essentials for communicating effectively and scaling their business profitably and efficiently.   The architecture of our platform supports customization and allows for solving your current challenges, meeting your unique needs, as well as any future requirements that may arise.

 
 

 

REGIS METRO ASSOCIATES
RACHEL DOYGUN

"WealthSite allowed us to work within their existing framework, while also customizing reports to our own specialized needs. This made the process of transitioning from our old system to WealthSite much more efficient and expedient. The one-on-one attention with which we are provided is unmatched by any of the other firms that we considered."

 
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The Basics


Built to handle the most difficult challenges

The Basics


Built to handle the most difficult challenges

REPORTING
NO RESTRICTIONS

An Asset Management Platform serves many masters, and most solutions claim to include everything except the kitchen sink.  However, when you cut through all the jargon and over-hyped features, the right measure is the quality and depth of reporting for your clients, advisors, and management team.

Providing clients with customized reports that are structured to present a total wealth picture clearly is job #1.  WealthSite was engineered to support the most complex and sophisticated accounting and reporting requirements including all public and private asset classes and multi-layered ownership structures. 

 

PORTAL
CLIENT & ADVISOR


Clients expect more than paper statements from their Advisors.  WealthSite’s platform includes a client portal that provides an interactive experience that can be customized.  You determine what information to present, both content and branding, based upon how you segment your business.  We understand that one size does not fit all when it comes to what and how each firm wants to communicate. 

The Client & Advisor Portal also provides private document storage, allowing for electronic delivery of reports and the ability for clients to upload documents to you.  Our report automation allows for efficient, electronic routing, approval and auto filing to the document folders, with optional email notification. 

 

IMPLEMENTATION
DIRECT OR OVERLAY

 


From our inception in 2006, we designed our solution as a full-featured, standalone Portfolio Management and Accounting System.  We knew firsthand from our experience in the wealth management industry that migrating to a new system can be extremely challenging as it involves a significant risk of time, money and disruption. As a young firm, we understood that to compete we had to offer a better option – so we developed technology that allows us to automate the extraction of data from Advent Axys, APX and Portfolio Center.

This technology not only streamlines the migration process from these three systems, but it also allows a firm to continue to use their existing system while leveraging the advanced functionality of the WealthSite platform.  This implementation approach has the advantage of causing minimal disruption and provides the comfort that your current environment and processes remain intact. Once the migration is complete and your confidence assured, you can discontinue your legacy system.

For firms using a different PMS system than Axys, APX or Portfolio Center, we will migrate your data history to our platform with the conventional approach of extraction, validation, and setup.  

Understanding your data is one of our core strengths.  If you are looking to acquire other Wealth Advisory firms, our expertise and technology will ease the burden of integrating data and operational tasks into your environment from outside systems. 

Our implementation process is one of the fastest and most efficient in the industry.

 

TECHNOLOGY
AWS CLOUD


WealthSite is a cloud solution built to ensure reliability and scalability.  The underlying architecture supports complete customization because each firm is maintained in its own database, allowing us to implement extended functionality to meet your needs. 

Built to run on Amazon Web Services (AWS), our platform leverages the security, stability, and power of the leading cloud computing provider.  AWS supports scalability and redundancy, and it reduces the overhead of managing servers and IT staff.

 
Amazon Web Services

Amazon Web Services