Advanced analytics for wealth mangement

Know your business better than before.
Find out more with our free trial.

Wealth BI integrates with all leading Portfolio Management Systems and Wrap Platforms

Why choose us?

We aggregate data across the leading portfolio management sytems to give you a timely and accurate picture of your business

Effortless Integration

We do all the heavy lifting, all you need to do is provide access to your PMS

Connect from anywhere

Easily access our secure platform from anywhere in the world

Open platform

We integrate with your data, from web hooks to API's and CSV's, we can add it all

Easy configuration for anyone

Nothing for you to do other than sit back, relax and dig into the data. We handle all of the setup, working with third parties to make sure the data is safe, secure and reconciled.

Useful tools in one click

All of our tools are accessible to our clients big and small.

Features

Source Data

Data is always updated and reconciled to your source

Easy Integration

Simply connect us with your data provider and we do the rest

Built For All

From small financial planning firms to large advice businesses our solution is available to any size company

Response Instantly

We're always here to help and available 24/7

Fast & Secure

Our system is available by IP whitelist only keeping your data safe and secure

Easy Optimisation

We can scale and optimise WealthBI to your needs, with localised and segregated data

Clean interface

We're always updating to keep our interface clean and intuitive

Responsive

You can use WealthBI on any device with a web browser