Custom software development for wealth management firms.
Client onboarding, meeting prep, household dashboards, AI that drafts meeting notes, or anything your CRM cannot do.
What we build for wealth management firms
Tools for your team, apps for your clients, add-ons to the software you already use, or something new. Bring us any idea, or a problem your team runs into every day.
- Guided onboarding for forms, documents and account opening
- Meeting prep pages with holdings, notes and to-dos
- AI that drafts meeting notes for an advisor to edit
- Household dashboards for clients and advisors
- A client portal for documents and requests
- Compliance logs kept as you work
Something else in mind? Tell us on a call.
Questions about custom software for wealth management firms
Can it work with Redtail, Wealthbox or Orion?
Usually, through their APIs. Firms build onboarding, meeting prep or client portals around the CRM and portfolio tools they keep.
What do wealth management firms ask us to build?
Client onboarding flows, meeting prep pages, household dashboards, client portals and compliance logs.
How do you handle compliance and record keeping?
We build with your compliance team: access controls, audit logs and records kept the way your obligations require.
Can AI take meeting notes?
It can draft a summary and action items after a meeting for the advisor to review before anything is filed or sent.
Can clients see everything in one place?
Yes. A portal with accounts, documents, tasks and secure messages, branded as your firm.