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Wealth Management Technology

Revolutionizing the Future

Empowering RIAs,  independent advisors, and insurance agents with an unmatched wealth management solution for enhanced capabilities.

Unique

Enhanced Interface

Scalability

Grow & Evolve

Integrated

Unified Productivity

Analytical

Valuable Insights

Competitive Difference

Experience Matters

Across every touchpoint, deliver your best advice and user experience:

  • Adivsor Experience 100% 100%
  • Business Operations Experience 100% 100%
  • Client Experience 100% 100%

Solutions

How Can WealthDrive Help You?

Whether you’re embarking on this thrilling journey or a seasoned veteran in your field, our services are tailored to elevate you to the next level.

Business 360

Enhance your connection with customers by integrating sales, service, marketing, commerce, and analytics for a smarter and more impactful approach.

Advanced Planning

Discover how we assist you and your clients in visualizing their complete financial landscape on a single, user-friendly page.

Aggregation

Having all accounts visible in one unified view is essential for staying informed, on course, and interconnected.

Indicators

Discover the power of our institutional-grade proprietary tools that form the foundation of our platform.

Invoicing & Billing

The days of laborious tasks involved in monitoring, billing, and gathering fees for accounts are now obsolete.

Education

If you’re eager to delve deeper and master the art of success in the advisory business, you’ve landed in the perfect spot.

Timeline

About Our Firm

Development

Wire Frame created

May 2020

WealthDrive boldly disrupts the tech industry, pioneering a class of its own by bringing ‘Main Street’ to the domain once exclusive to ‘Wall Street’. What sets us apart are features that may be unprecedented, marking the dawn of the new era.

Developing software as complex as WealthDrive is inherently difficult, and anyone suggesting otherwise is misleading. Our company believes in leading by example through our actions. Despite our initial version, which we deemed our ‘Minimum Viable Product,’ surpassing existing market offerings, we were committed to pushing boundaries further. Thus, we returned to the development phase determined to enhance it even more.

MVP Ready

1st Edition

July 2021

Launch & Growth

‘Quality over Quantity’

March 2023

Exceeding our initial expectations, the finished product was poised for its global debut. Instantly, companies adopting our solution experienced the precise outcomes we had pledged. WealthDrive underwent a restricted launch, prioritizing precision over scale, emphasizing quality over quantity. Our objective remains to enhance revenue generation while streamlining the associated time and effort.

As our journey progresses, as of May 2024, we stand prepared for any company prepared to advance. Whether you operate independently as a sole proprietor or lead a corporation with thousands of employees, WealthDrive is equipped to tackle the challenge.

Open To All

Unlimited Accessibility

May 2024

Have Any Questions?

~ The only bad question is the one that doesn’t get asked. ~

Software Screen Shots

Take a Look, We Won't Tell

Pricing Plans

Supercharge Your Practice

When considering our price, it’s essential to recognize that it represents the culmination of years of experience, in-depth market analysis, and a commitment to delivering an exceptional product that everyone can afford.

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Essentials Pack

For Beginners

CRM 360

Client Portal

Proposal Generation

Automation Center

E-Forms/Applications

Account Aggregation

Includes 5 Firm Users

$99/ per month

Most Popular

Professional

For small businesses

Everything in Essentials plus:

Event Management

ChitChat Messaging

Telephony

Video Conferencing

Dedicated Support

Includes 5 Firm Users

$199/ per month

Premium

For established practices

Everything in Professional plus:

Robo Advisor Access

Commission Tracking

Invoicing & Billing

Human Resources

Timesheet Management

Includes 5 Firm Users

$299/ per month

Essentials Pack

For Beginners

CRM 360

Client Portal

Proposal Generation

Automation Center

E-Forms/Applications

Account Aggregation

Includes 5 Firm Users

$990/ per year

Most Popular

Professional

For small businesses

Everything in Essentials plus:

Event Management

ChitChat Messaging

Telephony

Video Conferencing

Dedicated Support

Includes 5 Firm Users

$1,990/ per year

Premium

For established practices

Everything in Professional plus:

Robo Advisor Access

Commission Tracking

Invoicing & Billing

Human Resources

Timesheet Management

Includes 5 Firm Users

$2,990/ per year

Testimonials

What Clients Says

Don’t take our word for it that we have a set of solutions that are cutting-edge and revolutionary. 

Claude Royal

Co-Founder Royal Wealth Management

We used Salesforce for 10 years and now we pay only a fraction of the cost and have more tools at our disposal. You can tell this software was created by someone in our industry because it works so well.

Roy Petty

Founder MME, Inc.

WealthDrive will be the one item in my practice that will never be replaced. My clients love this application and use it everyday.

Sales Hours

8am to 5pm EST
Monday – Friday

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Support Hours

24 Hours Per Day, Every Day

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