Revolutionary Client Portal

Clients should feel your value every day and our solution provides that exact experience.

Scheduling. Communicating. Engaging.

Whether clients are trying to schedule an appointment or communicate, our multitude of features within the client portal will leave the clients in awe.

Access. Learn. Scale.

Gain access to exclusive technology, marketing programs, and strategies to scale your business in record time.

A Unique Client Experience

Making wealth management personal

Guide your clients to a better financial future with our intuitive customizable client portal

Personalized brand experience

Client Experience

Our client portal is fully white-labeled exclusively to your brand placing you squarely in the center of your clients' wealth management journey.

Trust-building transparency

Trust & Transparency

Keep clients informed by providing information in real time. Through customized automation keep them engaged.

Control client interactions

Meaningful Interactions

Make it easy to ensure every client receives the right level of service through powerful service monitor features that automates tasks, all the way from standard onboarding procedures to complex workflows.

Client Portal Features

FAQ

Frequently Asked Questions

How many client portals are we allowed?

Unlimited.

What industries do you help most?

Any business can help themselves with our services, but we exist because of investment, insurance, and consulting industries.

Is the client portal easy to use?

The client portal was built with the client in mind. It is easy to navigate and will quickly become a daily staple for clients to engage.

What makes WealthDrive different?

Our firm has been on both sides of the business. This provides us with greater insight and understanding.

Is the client portal white-labeled?

Yes!

Can you help grow my firm?

Our services when implemented, will grow your business. The easiest way to explain it, is to show you. So reach out and let’s have a conversation.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.