Wealth Management Software
Give every client a multi-asset cockpit, onboard them with AI document import, and issue branded verified Wealth Statements, all white-label, all on wlthy's engine. Or run it for your own household.
White-label deployment · multi-client roster · 3-day free trial on every plan
Deploy wlthy white-label on your own domain so clients log into your firm, not a third party. The valuation engine, the multi-asset coverage and the FX all run underneath; what your clients see is your name, your colours, your letterhead on every report.
An advisor opens one roster view: every household, every mandate, every statement issued this quarter. Click into a client to see exactly the cockpit they see, then step back to the roster in a tap. The whole book of business reads from one console.
Onboarding usually dies in manual data entry. With wlthy, drag a new client's broker statement or bank export into the account and Claude parses every position into a draft ledger for review. A household that used to take a week of typing comes online in an afternoon.
Issue a Wealth Statement PDF carrying your firm's letterhead and a content hash a bank, fund administrator or KYC provider can independently verify. Your clients hand over one signed document instead of a folder of partial statements, and it points back to your brand.
Cover the whole balance sheet: stocks and ETFs, crypto, on-chain wallets, cash and FX, precious metals, real estate, private equity, vehicles and more. Read any client's wealth in any of 13 currencies with native FX, so the cross-border households your competitors fumble read clearly here.
wlthy is read-only by design, with no payment-initiation scopes, so the platform can never move client money. No ads, no data brokers, no behavioural tracking. Built in Switzerland with EU data residency: a posture a compliance team can sign off on.
For firms and for households
For an advisory practice, family office or private bank, wlthy is a platform you put your own name on. Clients log into your brand, advisors work a single roster across the whole book, and onboarding that used to mean days of data entry becomes an afternoon once Claude parses each new client's statements into a draft ledger.
For a household running its own wealth, the same engine is a complete tracker on its own, with 9 asset classes, 13 reading currencies, daily snapshots and a verified Wealth Statement when a bank asks for proof. Start on an individual plan today; move to a branded deployment when the practice is ready.
Claude parses each client's statements into a draft ledger for review.
Verified, content-hashed Wealth Statement PDFs on your letterhead.
Read-only, no payment scopes, Swiss-built with EU data residency.
Wealth management software is the platform a firm uses to value, track and report on client wealth across asset classes, run client onboarding, and produce statements. The modern version goes beyond a portfolio dashboard: it consolidates equities, alternatives, real estate, private holdings and cash into one view, handles multiple client households from one console, and ships reporting clients can hand to a bank. wlthy does this and can run under your own brand.
Yes. The white-label tier deploys wlthy on your own domain with your branding, so clients log into your firm rather than wlthy.io. Wealth Statement PDFs carry your letterhead and contact line, and the multi-client roster gives your advisors one console across the whole book of business. Pricing is per deployment; talk to the team at https://wlthy.io/white-label for a scoped quote.
New-client onboarding usually stalls in manual data entry. With wlthy you drag a broker statement, a bank export or a portfolio screenshot into the client's account, and Claude reads every position into a draft ledger your advisor reviews and confirms. A household that used to take days of typing comes online in an afternoon, which is the difference between onboarding ten clients a quarter and onboarding fifty.
Both. The same engine powers individual accounts and white-label deployments. If you manage your own household's wealth, the White (€19), Gray (€39) and Black (€69) per-month plans give you the full multi-asset tracker, multi-currency reading and verified statements, each with a 3-day free trial. Firms layer the white-label brand, the client roster and per-deployment pricing on top.
wlthy is read-only by design with no payment-initiation scopes, so it can never move money, only report on it. It runs no ads, sells to no data brokers, and does no behavioural tracking, and it is built in Switzerland with EU data residency. Wealth Statements are content-hashed so a recipient can verify a document hasn't been altered. It is a posture built to clear a compliance review.
Put your brand on a multi-asset platform, onboard clients with AI, and issue verified statements that point back to your firm. Try wlthy free for 3 days, then talk to us about white-label.
3-day free trial · Cancel anytime · Swiss-built · Encrypted at rest