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An open brokerage platform for all your clearing and custody needs, WealthscapeSM can be customized or leveraged as a single solution to help you scale your business for the future.
Wealthscape is a web-based execution platform designed to help registered investment advisors, broker-dealers, banks, and family offices digitize their businesses.
Our open platform is distinctly configurable, allowing you to deeply integrate with Wealthscape through a wide range of direct and third-party integrations—all accessible in one digital store.
Our technology consulting team can help you navigate the industry's complex digital landscape to design the right ecosystem for your business.
Industry-leading security protocols are the backbone of our platform, and we hold all of our integrated third-party providers to the same standard through rigorous vetting.
Designed to Drive Transparency, Efficiency, and Growth
Wealthscape addresses the needs of home offices, advisors, and investors helping to create a more seamless and comprehensive experience.
|Home Office Professionals Want:||Wealthscape Benefits:|
Home offices can attract more advisors and run more efficiently
|Advisors Want:||Wealthscape Benefits:|
Advisors and Financial Representatives can spend more time building relationships
|Investors Want:||Wealthscape Benefits:|
Investors get more engaged with their finances
Get resources to communicate the benefits of Welathscape Investor to your clients.
Key Platform Enhancements
Driven by the voice of the customer, we're continually evolving the platform to help meet clients' changing needs.
Evolving the Client Experience
Simplified, personalized design with modular, configurable solutions
Choice and flexibility through robust integrations
- Innovation & Collaboration
Helping clients simplify their operations
- Advanced Analytics & Reporting
Explore more flexible platform solutions with Integration Xchange
Build a better technology experience with access to hundreds of integrations to help you drive efficiency and differentiate your business.Explore now