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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.

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Building Blocks

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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.

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Tailored For

Banks, Credit Unions, RIAs, Wealth Management Firms, and their financial advisors.

Wealthdoor Tech

Who we Are

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Unlocking Value

Goal based investment portfolios to

grow wealth with workflows designed

to facilitate micro-investing towards financial goals.

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Markets Served

United States of America (USA), MENA, India

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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

  • Dashboard for Advisors and Investors

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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

  • Fully integrated with Broker dealer

  • Dashboard for Advisors and Investors

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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

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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.

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Offering Portfolio Personalization, Seamless Integration Capability & Transparent Reporting

Smartly Engineered to deliver ROI for Clients

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SWIFT

Rapid deployment via SaaS/Enterprise Platform

using API Library

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SUPERIOR

With lowest total cost of ownership, offering unmatched value to maximize advisor profitability

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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

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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

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