Powering Financial Institutions with WealthTech
Comprehensive B2B Robo-Advisory Platform
Available as
SaaS Solution & Enterprise Platform
Wealthdoor provides an intuitive, fully integrated B2B Robo-Advisory platform designed to streamline wealth management processes.
Building Blocks
A Digital Wealth Specialist
B2B Robo-advisory platform (SaaS/Enterprise Platform) designed for financial institutions, enabling them to deliver seamless, personalized investing experience for their customers.
Tailored For
Banks, Credit Unions, RIAs, Wealth Management Firms, and their financial advisors.
Wealthdoor Tech
Who we Are
Unlocking Value
Goal based investment portfolios to
grow wealth with workflows designed
to facilitate micro-investing towards financial goals.
Markets Served
United States of America (USA), MENA, India
Our Products
Wealthdoor CONNECT
A Ready-to-launch SaaS-based Robo-advisor platform for Financial Advisors. A customizable platform that offers Onboarding and tools for goal-based investing, risk profiling, and financial planning. Designed to scale businesses and manage assets efficiently.
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B2B Robo Advisor SaaS Platform
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Dashboard for Advisors and Investors
Wealthdoor TRANSACT
A premium version of Connect, offering all its features through a fully automated workflow. Includes features for End Investor onboarding, Multi-goal Financial Planning, Automatic Funding, Investment & Rebalancing into Model Portfolios. The platform allows for trade executions when integrated with broker/custodian APIs.
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B2B robo advisor for Investors
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Fully integrated with Broker dealer
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Dashboard for Advisors and Investors
Wealthdoor BUILD
A comprehensive suite of modular APIs designed to empower both Robo-Advisory & traditional wealth advisory businesses. It offers a full spectrum of capabilities, from lead management & investor onboarding to portfolio rebalancing, performance dashboards, & model portfolio development. With APIs that support complete transactional functionality, Build allows enterprises to seamlessly integrate & customize their own workflows, delivering a tailored advisory experience while enhancing operational efficiency.
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Enterprise platform with API library - Login Here
Wealthdoor
MODEL PORTFOLIOS
Meticulously developed through extensive research & advanced analytics, Our Model Portfolios offer personalized investment solutions. The technology architecture is engineered for scalability, control, and transparent reporting.
Offering Portfolio Personalization, Seamless Integration Capability & Transparent Reporting
Smartly Engineered to deliver ROI for Clients
SWIFT
Rapid deployment via SaaS/Enterprise Platform
using API Library
SUPERIOR
With lowest total cost of ownership, offering unmatched value to maximize advisor profitability
SCALABLE
Cost-effective SaaS/Enterprise Platform enabling advisors to implement a white-labelled platform
Curated Solutions for Everyone
Robo Advisor of Choice,
Serving the Full Financial Spectrum
Testimonials
What our clients say
"The white-labeled robo-advisory platform has been a game-changer for our firm. It allowed us to offer personalized investment solutions while maintaining our brand identity."
- RIA based out of Seattle, US
"Wealthdoor has transformed our advisory business. The platform’s automation and customization capabilities have significantly boosted our efficiency and client satisfaction."
- Wealth Manager, Dubai, UAE
Bridging the gap between Technology & Advisory for Smarter Wealth Strategies