Wealthdoor Transact

End-to-End Investor Onboarding

Continue the seamless experience from Connect with enhanced onboarding in Transact. Automating the entire process - from KYC and brokerage account linking to funding setup - ensuring your investors are ready to begin their financial journey quickly and efficiently.

Elevate Your Wealthdoor Experience

Once you’ve laid the foundation with Wealthdoor Connect - It's time, take your advisory services to the next level with Wealthdoor Transact, offering a fully automated and comprehensive workflow to manage every aspect of the investor journey. By upgrading to Transact, advisors can unlock the full potential of the Wealthdoor platform, from onboarding to portfolio management and execution.

Goal-Based Investing & Financial Planning

Empower your clients to set, track, and achieve multiple financial goals. With Transact, investors can create personalized plans, whether for retirement, an emergency fund, or other financial milestones. Real-time indicators like ''On Track'' or ''Off Track'' ensure they stay focused on their path to success.

Automated Funding & Portfolio Management

Transact takes the hassle out of portfolio management. Investors can set up automated contributions and withdrawals, while the platform continuously rebalances portfolios to stay aligned with their goals. Greater flexibility is achieved through integration with Plaid, allowing multiple funding accounts.

Advanced Rebalancing & Tax Optimization

Transact offers versatile rebalancing strategies for both simple and complex portfolios. Advisors can optimize tax outcomes for their clients with advanced features like Tax Loss Harvesting (TLH) and wash sale rule management, enhancing the investor experience with sophisticated solutions.

Integrated Trade Execution & Broker Flexibility

Enable seamless trade execution by integrating with broker and custodian APIs. Advisors can select their preferred broker-dealer platforms, giving them full control over investment operations while streamlining the execution process through the Transact platform.

Real-Time Insights with MI Dashboard

Advisors can monitor every aspect of their client’s portfolio with Transact’s powerful Management Information (MI) dashboard. Access real-time data on assets under management (AUM), client engagement, and portfolio performance, supporting smarter decision-making and strategy.

Personalized, Engaging Investor Experience

Keep your clients informed and engaged. Transact offers personalized notifications, real-time portfolio updates, and alerts for key milestones. Investors stay connected to their financial goals and are always aware of the next steps they need to take.

A Comprehensive Robo-Advisory Solution

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.

Wealthdoor Transact serves as the ideal solution for firms aiming to enhance client engagement, optimize portfolio performance, and scale their business with a sophisticated, fully automated Robo-Advisory platform.