Family Office Software
Deploy wlthy under your office's brand on a dedicated subdomain. One roster view across every household; one signed Wealth Statement per client; granular co-ownership that mirrors the mandate.
Branded subdomain · multi-client roster · per-deployment pricing
Wlthy deploys under your office's brand on a dedicated subdomain (e.g. portal.example.fo). Every Wealth Statement PDF carries your letterhead, your contact line, your verified-hash signature. Clients log into your brand, not wlthy.
The principal logs into a roster view: every household, every mandate, every Wealth Statement issued this quarter. Click into a client to see their cockpit identical to what they see — and back out to the roster in one tap.
Each asset, debt and cash flow carries a per-counterparty share. Trust + holding + personal sleeves cleanly separated; settlor / beneficiary structures mirror into the partner invitation flow. The office's mandate structure becomes the data model — not a foot-note in a spreadsheet.
13 currency lenses (USD, EUR, GBP, CHF, JPY, CNY, AUD, CAD, HKD, SGD, TRY, AED, SAR) with native FX from Frankfurter (ECB) + an open.er-api.com fallback. Cross-jurisdiction households read in whichever currency the office or the client prefers.
Content-hashed, institutional header, your letterhead. Banks and KYC providers verify the hash on a public page.
No payment-initiation scopes, no third-party data sales, Swiss-built with EU data residency.
Trust + holding + personal sleeves separated; co-ownership at the asset / debt / cash-flow level.
Family office software is a class of platform that consolidates a household's or a roster of households' wealth across asset classes — equities, alternatives, real estate, private equity, cash and debt — into one cockpit with institutional reporting and granular access controls. The distinguishing feature vs. consumer net-worth trackers is multi-client capability: a single principal or COO manages the wealth of multiple households from one console.
Wlthy's family-office (white-label) tier ships three things the consumer plans do not: (1) a branded subdomain so clients log into your office's brand instead of wlthy.io, (2) a multi-client roster view that lets the principal navigate between household ledgers in one click, and (3) branded Wealth Statement PDFs that carry the office's letterhead and verified-hash signature.
Yes. Every household supports multiple portfolios out of the box — common patterns are Personal / Trust / Holding / Business. Per-counterparty co-ownership (settlor, beneficiary, trustee, co-trustee) is modelled at the asset / debt / cash-flow level via the ownership_pct field plus the partner invitation flow, so a trust deed's economic share split mirrors directly into the data model.
Yes. The Wealth Statement PDF is the office's flagship output — multi-page with an institutional header on every page, a verified content hash, an issuance timestamp and a unique report ID. Banks, fund administrators, KYC providers and estate counsel accept the document as Verification of Funds / Proof of Wealth. Black-tier accounts issue unlimited statements; white-label deployments brand them with the office's letterhead.
The white-label tier is sold on a per-deployment basis — pricing depends on the number of client households, the branding scope, and any custom integrations (e.g. a private custodian's CSV feed). Talk to the team at https://wlthy.io/contact or https://wlthy.io/white-label for a scoped quote.
Yes — Claude-powered three-paragraph portfolio narratives + per-asset briefs + anomaly detection on every refresh, identical to the consumer Black tier. The narrative reads the office's reading currency by default; advisors can re-run any report in a different currency for the client-facing print.
Wlthy deploys under your brand, mirrors your mandate structure, and issues institutional Wealth Statements your clients can hand to a bank without explanation. Talk to the team for a scoped quote.
3-day free trial · Cancel anytime · Swiss-built · Bank-grade security