Personalize and Supercharge Every Client Relationship at Scale
Deliver personalized, real-time client experiences at scale, without sacrificing the trust and guidance that set your advisory apart.
Go Beyond Traditional Planning Tools
WealthFluent is a real-time financial decision-making system built for your clients’ whole, evolving financial lives. Forget static plans and siloed dashboards; turn your client engagement into a dynamic, living experience driven by your client’s goals, financial situation, and current market conditions.
Not another PDF report. A real-time system that turns complexity into client clarity.
Advisory Is Evolving. So Should Your Tools
Clients expect more than quarterly reviews and cookie-cutter projections. WealthFluent turns complexity into clarity, enabling you to:
- Seamlessly onboard and organize clients’ assets in dashboards
- Visualize every part of a client’s financial life in one unified user experience
- Model real-time “What If” scenarios to guide decision-making
- Automatically optimize portfolios against each client’s dynamic lifetime planning benchmark
- Collaborate with clients across any service tier: DIY to full AUM
Your advice and time is valuable. Let’s deliver it in a way that scales.
Built for Modern, Growth-Minded Advisory Firms
WealthFluent powers firms that:
- Offer advice, planning, and investment services
- Serve multiple tiers of clients with white-glove or scaled models
- Prioritize client engagement as a competitive edge
- Want to unify onboarding, planning, risk, market data, and portfolio reviews into a single platform
Whether you’re running a lean team or scaling a network of advisors, WealthFluent gives you the tools to grow with intention.
Built for Modern, Growth-Minded Advisory Firms
WealthFluent powers firms that prioritize client engagement as a competitive edge and want to unify their entire advisory ecosystem into a single, powerful platform.
Comprehensive Advisory Services
Offer advice, planning, and investment services with tools designed for modern wealth management workflows.
Multi-Tier Client Management
Serve multiple tiers of clients with both white-glove and scaled models that adapt to your business structure.
Client Engagement Focus
Prioritize client engagement as your competitive edge with tools that enhance every touchpoint.
Unified Platform Integration
Combine onboarding, planning, risk assessment, market data, and portfolio reviews in one seamless experience.
Scale With Intention
Whether you’re running a lean team or scaling a network of advisors, WealthFluent gives you the tools to grow with purpose and precision.
What Makes WealthFluent Different?
Financial Health Dashboard
Consolidate income, assets, liabilities, and goals in one place.
Lifetime Planning System
Create forward-looking plans based on real market conditions and client preferences.
Investable Benchmark Generator
Align every client’s plan with a living, adaptable benchmark.
Portfolio Optimization Engine
Use live market data and portfolio-wide risk exposures to adjust allocations.
“What If?” Analysis
Simulate life events, liquidity moments, and asset changes before executing.
Task Manager
Guide clients through onboarding and ongoing engagement with clear, actionable steps.
Co-Branded Platform
Keep your firm front and center with a fully branded client experience.
Flexible, Growth-Friendly Pricing
Our pricing scales with your firm and your clients. There are no seat licenses or rigid minimums.
A Better Experience for You and Your Clients
WealthFluent uses real-time, auto-updating dashboards as the foundation of engagement. Plans evolve automatically with market shifts, cash flow changes, and updated goals, making every conversation timely and actionable.
Streamlined Onboarding
Clients quickly connect their accounts and goals with guided tasks.
Advisor Setup
We configure your firm’s environment, brand, and service tiers.
Collaborative Planning
Clients and advisors work together synchronously or asynchronously.
Living Dashboards
Real-time, auto-updating dashboards replace static reports.
Ongoing Engagement
WealthFluent keeps plans live, tasks flowing, and conversations data-driven.
Ready to Redefine Client Engagement?
Give your clients the clarity they crave and the experience they remember. See how WealthFluent can help you turn every client meeting into a strategic breakthrough.
Bank-Level Security, Read-Only Access
Your privacy and security are our top priorities. WealthFluent is designed with bank-level encryption, ensuring your financial data is always fully protected. The secure connections operate with read-only access to accounts via Envestnet Yodlee / Fingoal. Your sensitive data is secure and your accounts are untouchable, and not viewable by the WealthFluent team.
Built on AWS Infrastructure: Enterprise-grade security with auto-scaling, multi-region redundancy, and 99.99% availability backed by Amazon’s global cloud network.
