Accelerate Growth. Simplify Workflows.
Streamline workflows, eliminate manual tasks, and unlock more opportunities for growth with timesaving solutions designed for modern wealth management teams.
Your Journey Begins Here
We make every moment count with solutions designed just for you.
Challenges we Solve
Our platform eliminates advisors’ struggles with compliance, fragmented systems, scaling challenges, manual processes, and limited analytics—delivering consistent, high-quality client service every time.
Key Benefits
An end-to-end solution streamlines fact-finding to funds, automates compliance, delivers powerful analytics, integrates with leading platforms, and enables scalable, efficient management of all client portfolios.
Proven Outcomes
Scale Assets Under Management efficiently, save 2.5 days per client, boost revenue opportunities, and enhance client experience. Achieve faster service, more growth, and more time for meaningful client and business relationships.
Proven Outcomes
Scale Assets Under Management efficiently, save 2.5 days per client, boost revenue opportunities, and enhance client experience. Achieve faster service, more growth, and more time for meaningful client and business relationships.
Save 2.5 Days Per Client
Streamlined processes eliminate administrative bottlenecks
Enhanced Client Experience
Faster, more professional service delivery across all client segments
Scale Your Assets Under Management
Manage greater assets under management without proportional resource increases
Challenges we Solve
Our platform eliminates advisors’ struggles with compliance, fragmented systems, scaling challenges, manual processes, and limited analytics—delivering consistent, high-quality client service every time.
Compliance Complexity
Navigating regulatory requirements while maintaining client focus
Time-Intensive Manual Processes
Advisors waste hours on repetitive fact-finding and compliance documentation
Poor Client Experience
Inconsistent service delivery across different client segments
Fragmented Systems
Juggling multiple platforms reduces efficiency and increases errors
Limited Analytics
Making investment decisions without comprehensive fund and portfolio insights
Key Benefits
An end-to-end solution streamlines fact-finding to funds under management, automates compliance, delivers powerful analytics, integrates with leading platforms, and enables scalable, efficient management of all client portfolios.
Complete End-to-End Solution
From initial fact-finding through to funds under management
Advanced Analytics Engine
Detailed insights for every fund, MPS, and stock in your portfolio
Seamless Integration
Works with popular platforms like Intelliflo and other 3rd party tools
Compliance-Ready Process
Built-in regulatory compliance saves time and reduces risk
Scalable Client Service
Efficiently manage diverse client portfolios regardless of size
Top questions answered
Wealth Analytica offers a comprehensive toolkit to support your business growth, from workflow to client management. We continuously introduce new services based on customer needs. Contact us for a free demo and discover how we can assist you.
Our goal is to enhance your business's potential, not just provide services. While we offer the essential services others do, we also go further to help you grow and improve efficiency in managing and servicing your new and existing clients. All this at a market-leading price. Contact us to learn more.
Yes. We not only offer a free trial, but we also assign a dedicated Customer Success Manager to help you get set up and running from day one. This ensures you can start benefiting from the platform immediately. Get in touch to let us show you how.
Clients trust us to enhance their efficiency through effective client management services.
Join us to grow your Assets Under Management while enhancing client satisfaction and saving time.
What you will gain
Exceptional customer experience
Dedicated Customer support
Opportunity to transform your business AUM
Contact us