Family Office Software
Deploy wlthy under your office's brand on a dedicated subdomain. One roster view across every household; a consolidated Wealth Statement for each 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, a report-data hash and issuance record. 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.
Your letterhead, report-data hash and public issuance lookup. The record does not independently verify ownership or balances; recipients decide what evidence they require.
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, report-data hash and issuance record.
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.
The Wealth Statement PDF brings portfolio information into a multi-page report with a content hash, issuance timestamp and report ID. Its registry lookup confirms an issuance record; it does not independently verify asset ownership, balances or source of funds. Ask the recipient which supporting documents or attestations they require. 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 and brings client holdings into consolidated Wealth Statements. Discuss your reporting needs and any recipient-specific evidence requirements with the team for a scoped quote.
3-day free trial · Cancel anytime · Swiss-built · Encrypted at rest