Account Aggregation
01
Link Your Accounts
WealthDrive works with everyone you do. Our firm is approved by and integrated with a wide variety of custodians, broker-dealers and other financial institutions that you work with. By linking all of your accounts under one software gives you the ability to monitor, billing & invoicing, trading and rebalancing, better reporting, business intelligence and financial data processing.
02
Create a Strategy
Manage every account linked to our system the same or differently depending on risk parameters, and goals.
03
Reporting
Get simple, customizable insights that impress – on both your accounts and financial well-being in total.
04
Manage
Save time and gain efficiencies with automated delivery of trade signals, investment direction, planning, and account maintenace that puts you back in the driver’s seat.
Why Us
The WealthDrive Advantage
WealthDrive combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market.
Insightful
Reporting
- Investment Reporting
- Business Reporting
- Account Aggregation
- Client Billing
Informative
Communication
- Client Portal
- Brand Communications
- Prospecting
- Direct Client Support
Engaging
Automation
- Batch reporting & delivery
- Client Invoice Delivery
- Monitoring & Alerting
- Automated Client Updates
