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 Your Smart Gateway to Wealth Creation with B2B Robo-Advisory Solutions

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Transforming Advisory
with Digital WealthTech

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Wealth Technology

A multi-tenant Robo-Advisory Architecture capable to deploy

white-labelled SaaS, complete with customized algorithms for unmatched precision and ease.

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Tailored for

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

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Markets Served

United States of America (USA)

United Arab Emirates (UAE)

India

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Unlocking value

View, Manage & Grow client base, fractional trading, automatic rebalancing, and goal-based planning for an intuitive experience.

Wealthdoor

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Platform for Infinite Growth across the Financial Spectrum

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Designed specifically for RIAs, Credit Unions, Wealth Management Firms, and their Financial Advisors, Wealthdoor offers an intuitive, fully integrated operating system that streamlines essential tools, tasks, and workflows. This allows advisors to focus on what matters most - Building stronger client relationships and driving better outcomes.

Key features of Wealthdoor include a Robo-Advisory platform that enables advisors/firms to deploy their own branded robo-advisors, complete with customized algorithms and local market configurations. The platform also offers fractional trading, automatic rebalancing, and goal-based planning, supported by intelligent tools like Goal Helpers and Goal Health Checks to keep investors on track.

With white-label capabilities & comprehensive dashboards, Wealthdoor equips our partners to scale their reach and enhance their service offerings. Whether you're aiming to target more end investors or provide a seamless, branded experience, Wealthdoor is your trusted partner in digital wealth enablement.

 Our Products

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Wealthdoor CONNECT

A SaaS-based Robo-advisor for financial institutions targeting retail investors. It offers a ready-to-launch, customizable platform with integrated custody, KYC, onboarding, and tools for goal-based investing, risk profiling, and financial planning. Designed to scale businesses and manage assets efficiently.

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Wealthdoor TRANSACT

A premium version of Connect, offering all its features along with seamless order execution through a fully automated workflow. It includes features for Financial Advisor and End Investor onboarding, multi-goal financial planning, and automatic funding, investment, and rebalancing into model portfolios. The platform allows for trade executions when integrated with broker/custodian APIs.

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Wealthdoor BUILD

A fully branded, compliant Robo-Advisory tech stack fully customized for any environment, to deliver customized investment strategies and automated order execution. An extensive aggregation of Investment APIs to Customize Strategies and Digital Workflows as per the partner's requirement.

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Wealthdoor MODEL PORTFOLIOS

Meticulously developed through extensive research & advanced analytics, Our Model Portfolios offer personalized investment solutions & maximize tax benefits. The technology architecture is engineered for scalability, control, and transparent reporting.

WEALTHDOOR SUITE

Transformation Statistics

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80%

Increases Advisor Productivity with Streamlined Workflows

Business Meeting

90%

Client Retention Rate due to Personalized Investment Strategies

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70%

Growth in AUM from Enhanced Client Engagement

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75%

Reduction in Client Onboarding Time through Automated Processes

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65%

Faster Portfolio Rebalancing with Automated Tools

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80%

Reduction in manual errors with Fully Integrated, Compliant Systems

What our clients say

"Wealthdoor has transformed our advisory business. The platform’s automation and customization capabilities have significantly boosted our efficiency and client satisfaction."

Adler Hunt, Senior Financial Advisor

"With Wealthdoor, we’ve reduced client onboarding time by over 70%. The intuitive interface and seamless integration make managing our portfolios easier than ever."

Neal Caffery, Head of Wealth Management

"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."

Matt Jones, Managing Director, FinTech Solutions

"Wealthdoor’s advanced asset allocation models have enhanced our investment strategies, leading to better client outcomes and a significant increase in our assets under management."

Sonia Kapoor, Chief Investment Officer

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