Wealthdoor Connect

A Disruptive SaaS Platform for Investment Advisors

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.

Wealthdoor Connect sets the foundation, but the journey doesn’t stop here. Discover Wealthdoor Transact for seamless goal activation, transactions, and client portfolio management.

Transition to Wealthdoor Transact

Navigating the CONNECT Experience

Every advisor's journey starts with building trust. With Wealthdoor Connect, you, as an advisor can create a fully branded interface - Your personalized gateway to engage your investors and reflect your unique identity.

Launch your Wealthdoor Hub

As an advisor, gain valuable insights from your investor's every interaction with the interface. Wealthdoor Connect captures their inputs in real-time, helping you understand their financial needs and preferences for better advisory decisions.

Real-Time Prospect Insights

Hand over a customized Digital Wealthdoor Engagement tool to your clients/investors, empowering them to activate goals, monitor investments, and take action - all through your personalized branded interface.

Empower Clients with an Interface

Turn your personal interface into a powerful engagement platform. Let your investors explore investment journey's & tailored financial plans, assess risk, and map their investment goals.

Interactive Client Engagement

Convert your prospective clients into investors with ease. Wealthdoor Connect automates onboarding, ensuring a seamless transition into your advisory ecosystem, while keeping your brand front and center.

Streamlined Client Onboarding

Wealthdoor Transact

Explore

Easy Setup in 7 Steps

WealthDoor Connect offers a simple, 7-step setup process, allowing advisors to quickly get started and focus on generating high-quality leads, whether you're new or established in the field.

Tailored Investment Strategies

Advisors can easily assess client risk capacity, recommend asset allocations, and deliver personalized investment strategies, helping to build stronger, more engaged client relationships.

Upgrade for Full Transactional Capabilities

By upgrading your subscription, WealthDoor Connect evolves into Wealthdoor Transact, a comprehensive platform, enabling advisors to convert leads into clients and facilitate goal-based investing to grow their wealth.

Seamless Experience Across All Devices

The platform’s fully responsive design ensures that your clients enjoy a seamless and intuitive experience, whether they’re accessing it from a desktop, tablet, or smartphone.

Advanced Prospect Filtering

Use WealthDoor Connect’s prospect filtering tools to identify the most suitable products, services, and investment strategies for each client, helping you engage prospects more effectively.