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
Account Monitor
Our system was designed to track every possible account that a client may possess. Become a true advisor by guiding every financial touchpoint.
Communication Hub
Communicate with your clients through your own social media platform to remain compliant with regulations.
Vault
Securely store and share important information with clients using the convenient document vault.
Password Manager
Navigate over to the password vault to safely organize and store all of your pesky passwords in one easy-to-use location.
Connected
Stay connected and engaged utilizing our custom automations to drive client interactions.
Contact Management
Enhance the experience you provide by tailoring your communication approach based on each client.
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.