Wealthsite is now part of STP Investment Services!
Our teams will be coming together to accelerate STP's proprietary, cloud-based BluePrint platform. By adding our solution and our team's experienced professionals to the STP family, we're reinforcing our shared commitment to innovating and more deeply serving the complex needs of family offices & wealth advisor firms.
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.