The Future of Wealth Management is Here
WealthCloud provides a powerful, white-label platform for wealth management firms to deliver exceptional service to their clients.
Key Features
A Platform Built for Growth
Our robust feature set empowers you to manage your business and clients with unparalleled efficiency and customization.
Multi-Tenant Architecture
Securely manage multiple client companies from a single platform, each with their own isolated data, users, and branding.
White-Label Branding
Customize the platform with your tenant's logo, colors, and domain to create a seamless brand experience for their clients.
Role-Based Access Control
Define granular permissions for administrators, managers, agents, and clients to ensure users only see what they need to.
Secure & Compliant
Built with security at its core, our platform helps you meet industry compliance standards for data protection and privacy.