Wealth management firms
Portfolio management and reporting across the advisory book.
Wealth & Investment Platform
Wealth & Investment Platform Software
Give advisors and clients one digital wealth experience: portfolio management, financial planning, investment analytics, and automated reporting, connected to your banking and custody systems.
Advisor & Client PortalsPortfolio ManagementFinancial PlanningInvestment Analytics
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What a wealth and investment platform does
A wealth and investment platform brings the full advisory relationship into one system (client onboarding, portfolio construction and rebalancing, asset allocation, financial planning, and investment analytics) with dashboards for both the advisor and the client. It replaces spreadsheets, PDFs, and disconnected point tools with a single digital wealth experience across the client lifecycle.
For wealth managers, RIAs and private banks, advisors see every client portfolio at a glance, clients track goals in a modern portal and statements run automatically, with banking, custody and market-data systems keeping account and pricing data in sync.
What it is
One platform for the advisory relationship
A wealth and investment platform manages portfolio management, asset allocation, financial planning, investment analytics, client and advisor dashboards, and automated reporting across the advisory book.
Integrated with banking, custody, and market data, it gives advisors and clients one accurate, live view of portfolios, plans, and performance.
What we build into your wealth platform
Each capability ties an advisory workflow to the data that keeps portfolios, plans, and clients in sync.
Digital Wealth Experience
A modern, branded portal that unifies portfolios, plans, and documents for every client.
Portfolio Management
Construct, rebalance, and manage model portfolios and holdings across the book.
Asset Allocation
Target allocations, drift monitoring, and rebalancing aligned to each mandate.
Client & Advisor Dashboards
Role-based dashboards so advisors see the book and clients track goals and performance.
Financial Planning Workflows
Goals, cash-flow, and scenario planning built into the advisory conversation.
Investment Analytics
Performance, attribution, and risk analytics across portfolios and benchmarks.
Client Onboarding
Digital onboarding, risk assessment, and account opening with less paperwork.
Automated Reporting
Scheduled statements, performance reports, and disclosures generated on demand.
Banking & Custody Integration
Connect banking, custody, and market-data systems so account and pricing data stay in sync.
Where it fits
Who uses a wealth and investment platform
Advisory firms and teams that manage client portfolios and relationships.
Registered investment advisors
Client onboarding, planning, and performance in one portal.
Private banks
A branded digital wealth experience for high-net-worth clients.
Multi-family offices
Consolidated portfolios and reporting across households.
Financial planners
Goals-based planning tied to live portfolio data.
Investment advisors
Advisor dashboards with analytics and rebalancing tools.
Why it matters
One modern experience for advisors and clients
- Give advisors a live view of every client portfolio
- Offer clients a modern, self-service wealth portal
- Tie financial planning to real portfolio data
- Rebalance to target allocations with less manual work
- Automate statements, performance, and disclosures
- Keep banking, custody, and market data in sync
Advisory that runs on live data
Spreadsheets and PDFs slow advisors and dull the client experience. One platform makes both fast and modern.
Unified
Advisor and client dashboards
Live
Portfolios, plans, and performance
Automated
Statements and reporting
Domain & connectivity
Built for wealth and advisory operations
PortfolioAllocationPlanningAnalyticsOnboardingCustody
Frequently Asked Questions
A robo-advisory platform automates investing for self-directed clients with model portfolios and little human involvement. A wealth and investment platform is advisor-led: it gives advisors portfolio management, planning, and analytics tools plus a client portal. We build either, and can add automated advice to a wealth platform.
Yes. Advisors get a book-level dashboard with portfolios, analytics, and rebalancing; clients get a portal to track goals, holdings, and performance. Both draw on the same live data so what each sees stays consistent.
Yes. It supports model portfolios, target allocations, drift monitoring, and rebalancing workflows so portfolios stay aligned to each client's mandate without manual reconstruction.
We integrate banking, custody, and market-data providers so account, holding, and pricing data stay in sync. We scope the specific custodians and feeds during discovery.
It connects to the custodians your advisors clear through - such as Schwab, Fidelity, or Pershing - for positions, transactions, and pricing, and to aggregators like Plaid or Yodlee for held-away accounts and outside assets. That lets advisors see and report on a household's full financial picture, not just the assets held on one custodian.
Yes. It calculates and bills advisory fees across accounts and households on your fee schedules, and captures the documentation a Reg BI or fiduciary standard requires - suitability, disclosures, and recommendation rationale. Books-and-records retention and audit trails are built in, so the platform supports SEC and FINRA examination rather than leaving a compliance gap.
Ready to give advisors and clients one platform?
Tell us about your advisory book, custodians, and workflows. We'll return a plan for a wealth and investment platform with portfolio management, planning, and dashboards.
contact@agnotic.com
Partnerships
contact@agnotic.com