Manage & Rebalance

with maximum efficiency.

 

Provide a true 360 degree financial picture to enhance the advice picture. Our solution allows the ability to actively manage and provide advice on assets/accounts held away.

Meet the needs of all clients – at scale

Our trading and rebalancing technology platform potentially enables better portfolio performance with increased operational efficiencies and customizable automations.

Manage an unlimited number of accounts

Instead of rebalancing portfolios manually, our automated workflows simplify and streamline the rebalancing process so you can manage more accounts more efficiently.

Customize client service at scale

From the firm level down to the account level, built-in settings such as allocation weights, product mix, sector and security restrictions and social screens account for individual client preferences.

Manage heldaway assets

Instead of allowing those once unattainable assets set in accounts for other advisors to prospect and win, now you can corner the market and get a jump on the competition.

Robo-Advisor Tech

Custom Indicators

Accurately and efficiently disseminate trading indicators that might be used in any advisor practice with ease. Our robo-advisor tech stack can be customized to take any investment advisory business to the robo-advisor realm.

Manage Folios

Our technology was created so that an investment advisory firm could manage independent folios which would represent a unique trading style or methodology as a piece of an overall portfolio. This way an investment model could potentially have as many folios located inside it as desired.

Generate Models

Models are linked to a risk assessment score, that is custom built into our technology stack, and these models are made up of one or more folios. Each model can have a customizable percentage weighting to each folio in that model as an investment advisor chooses. What you end up with is a technology stack that will mirror an investment advisors business model perfectly.

FAQ

Frequently Asked Questions

Can I add/create all of my indicators?

Yes! WealthDrive is technology software that is fully customizable to any business model.

How easy is this to setup for my practice?

Within one day we can have you up and running and feeling good about how to implement your tech stack.

Does WealthDrive have it's own robo-advisor?

There is a robo-advisor that is seperate from WealthDrive, Inc. If you would like to learn more please click: HERE

(By clicking the link above you will be navigating away from the WealthDrive software website.)

Can you setup the technology for my firm?

Yes! Every subscription comes with a certain amount of instruction to have you up and running.

How hard is the software to learn?

The application was built with the idea of highly adapted applications to reduce the learning curve significantly. Best way to see it is to try it.

Do you offer a free trial?

Unfortunately, we do not offer a free trial of our application. We do offer a demo so that the true power of our application can be viewed.