The WealthCircle Platform
Our comprehensive platform combines cutting-edge technology with personalised service to deliver an unparalleled wealth management experience for both clients and advisers.
Seamless Communication
Secure messaging, video conferencing, and document sharing all integrated into one platform. Schedule meetings, share insights, and collaborate on financial strategies with ease.
- •Encrypted messaging system
- •Integrated video conferencing
- •Secure document vault
Unified Portfolio Management
Comprehensive dashboard providing real-time portfolio tracking, performance analytics and strategic insights. Both clients and advisers have access to the same transparent, up-to-date information.
- •Real-time portfolio valuations
- •Performance benchmarking
- •Risk analysis and optimisation
Intelligent Matching
Our proprietary algorithm analyses over 50 data points including financial goals, risk tolerance, communication preferences, and advisory style to ensure perfect matches between clients and advisers.
- •Advanced psychometric profiling
- •Real-time compatibility scoring
- •Continuous learning from successful matches
Victoria Bentley
Senior Financial Adviser
Features
Explore the comprehensive suite of tools that make WealthCircle the premier platform for wealth management professionals and their clients.
Consolidated Reporting
Comprehensive financial reporting that brings all your accounts and investments into one unified view.
Key Benefits:
- •Real-time portfolio consolidation across multiple accounts
- •Automated performance tracking and benchmarking
- •Know where your money is and whether it matches your goals with a personalised risk profile
- •You control your data- share and collaborate with your advisers and tax professionals
- •Know exactly what you're holding, how it's performing, and why it matters to your portfolio
Feature Comparison
Advisers
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