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Wealthdoor Build
Tailored Wealth Management Technologies for Large Enterprises
A customizable WeealthTech platform designed for financial institutions and large enterprises that require bespoke solutions to elevate their wealth management services. Whether you are handling complex investment strategies or scaling operations, Wealthdoor Build offers robust, scalable tools that empower advisors to deliver high-quality, personalized financial planning and investment management, through a suite of API's which can be used to build enterprise grade Wealth Automated Advisory Platforms.
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Robo-Advisory
Build Suite
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Modular API Integration: Effortlessly implement a fully automated Robo-Advisory platform.
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Personalized Financial Advice: Deliver tailored advice through your own interface, powered by our robust backend.
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Seamless Integration: Whether enhancing an existing platform or starting from scratch, our API-first approach streamlines the process.
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Efficient Workflows: Easily integrate into your operations for smooth, scalable growth.
Our Wealthdoor Build suite provides customizable, API-powered platforms that integrate seamlessly with your existing systems, ensuring a smooth, scalable transition to digital advisory.
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Full Wealth Advisory Platform
Build Suite
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Complete Digital Transformation: Manage client portfolios, offer personalized advice, and automate key workflows.
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All-in-One Solution: Supports every aspect of wealth advisory with seamless integration.
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Modular API Power: Flexibility to design and use your own UI while leveraging our robust technology.
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Enterprise Flexibility: Tailored to your needs, providing a fully customizable wealth management experience.
Get Started with Wealthdoor Today
Wealthdoor Build empowers large enterprises to offer sophisticated, scalable, and personalized investment solutions. Discover how our platform can help you elevate your advisory services, improve client engagement, and drive better investment outcomes.
Contact us today to learn more or schedule a demo.
Build API Suite for Robo-Advisory
Build your own enterprise-grade automated advice platform
Customer Onboarding
Multiple options to implement KYC workflows and Bank account linking across solution providers.
Risk Assessment
Risk questionnaire aligned to regulatory requirements. Risk scoring customizable to preferences of the enterprise.
Goal Based Investment
Comprehensive, configurable investment goals.
Portfolio Recommendation
Configurable portfolios across asset classes with automated matching to investor risk profile, goals, and funding plan.
Scenario Analysis
Customizable What-If analysis with visuals to support investor decisions on funding plans, goal amounts, or portfolio performance changes.
Customer Dashboard
Configurable dashboard with usability aids for ease of use for the customer
END TO END AUTOMATION
Build API Suite for Wealth Advisors
Build Intelligent Automation for wealth advisors
END TO END AUTOMATION
Customer Relationship Manager
Lead Management from Opportunity to Conversion stages – mapped to day-in-the-life of a Wealth Manager
Customer Onboarding
Multiple options to implement KYC workflows and Bank account linking across solution providers.
Risk Assessment
Risk questionnaire aligned to regulatory requirements. Risk scoring customizable to preferences of the enterprise.
Goal Based Investment
Comprehensive, configurable investment goals.
Portfolio Recommendation
Configurable portfolios across asset classes with automated matching of investor risk profile, goals, and funding plan to recommended portfolios.
Portfolio Reporting
Data architecture supports multi-custodian, multi-currency, near real-time portfolio performance view, configurable reports, and event-based notifications.
Financial Planning aligned to personal goals and risk profile.
Choice of portfolios across Asset Classes.
Automated reports & notifications.
Why Wealthdoor Build API Suite for Investors?
Seamless access to wealth management products & services through intuitive digital workflows.
Utilize a comprehensive API suite to build a wealth stack tailored to your enterprise objectives.
Leverage a test-and-learn approach with phased rollouts for effective implementation.
Maximize revenue potential by monetizing your existing customer base.
Unlock higher fee potential with thematic portfolios tailored to investor preferences across asset classes.