From the Basics to the Finer Details

Clients should feel and see your value everyday and be left in awe. Our solution provides that exact experience.


A portal that allows a client to keep all of their important information and contacts in one place.

Safe & Secure

Information and data is protected by utilizing the most advanced technology Amazon Web Services offers.


When implemented correctly, the client portal is the single best source of referrals.


Secure communications with all advisors such as insurance agents, wealth managers, and lawyers.

Making wealth management personal

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

Client Portal Features


Frequently Asked Questions

How many client portals are we allowed?

It depends on the subscription level.

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.

How safe is the client portal?

Our technology utilizes the best protection and safeguards that Amazon Web Services has to offer.

Is the client portal white-labeled?

Yes! The client portal can be white-labeled.

What is most unique about the client portal?

Our client portal will drive leads and referrals to your firm faster than ever before when implemented properly. The easiest way to explain it, is to show you. So reach out and let’s have a conversation.

CRM 360

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

Digital Onboarding

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

Manage & Rebalance

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.

Firm Timeline

Technology that helps makes life and business simpler.


Learn about why we exist and who we are as a firm.


Capture, connect and close new business faster.


Attract the right type of prospects and engage with them.

Revenue Maximizer

Maximize all the possible revenue streams for your business.

Data Migration

Let WealthDrive do the heavy lifting with data migration.


Allow us to take a deep dive into your practice and provide guidance.