Wealthscape^SM

An open brokerage platform for all your clearing and custody needs, Wealthscape^SM can be customized or leveraged as a single solution to help you scale your business for the future.

Web-based

Wealthscape is a web-based execution platform designed to help registered investment advisors, broker-dealers, banks, and family offices digitize their businesses.

Configurable

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.

Customizable

Our technology consulting team can help you navigate the industry's complex digital landscape to design the right ecosystem for your business.

Secure

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:
A best-in-class value proposition for advisors Growth with scale Help managing regulatory and compliance risk	Home offices can attract more advisors and run more efficiently Automates work processes and operations Integrates with most leading third-party software Puts business intelligence at home offices' fingertips
Advisors Want:	Wealthscape Benefits:
Serve investors more efficiently To show value To stay connected to changing investor needs	Advisors and Financial Representatives can spend more time building relationships Automates functionality that links back to investor goals Aggregates data to improve planning, advice, and portfolios Increases productivity
Investors Want:	Wealthscape Benefits:
To reach their financial goals A closer relationship with their advisors On-demand access to to their picture	Investors get more engaged with their finances Aligns all functionality and reporting with financial goals Facilitates high-touch yet efficient investor-advisor communication Provides on-demand access

Wealthscape Investor Toolkit

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
Enhanced Integrations
Choice and flexibility through robust integrations
Innovation & Collaboration

Operational Excellence
Helping clients simplify their operations
Advanced Analytics & Reporting

Related resources

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.

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WealthscapeSM