cookies
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy. If you decline, your information won’t be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.
accept
decline
Propel Your RIA into the Digital Age
FamilyWealth’s modular platform allows you to modernize, increase efficiency, and scale without touching lines of code.
BOOK A DEMO
“ A modular, tech forward wealth management platform to help advisors grow. ”
Technology delivering a world class User Experience (UX)
Adviser View
learn MORE
Analyze & visualize your entire business instantly.
Easily create customized, branded reports for clients in minutes.
View investments across custodial accounts to provide data driven financial plans and advice.
One singular experience for all your needs.
Client View
learn MORE
A complete, aggregated household wealth view for your clients showing all of their household assets.
Consolidated performance reporting with easy-to-read graphs and charts.
Customizable portal with your branding and information.
24/7 access via web or mobile app.
Support View
learn MORE
Comprehensive client data display to allow high-touch service from CSRs.
Easily assign, monitor, and view tasks and workflows to ensure client expectations are being met.
Instant visibility of all key client service contacts.
One singular experience for all your needs.
Compliance View
learn MORE
Automated KYC and operational alerts
Automated data aggregation and verification
Proposal management
Cash management
Automated reminders and task creation for resolutions
Asset Management Has Never Been Easier
Dynamic tools, client management workflows, and world class money managers
Asset management platform created by advisors, for advisors
Access to dozens of third-party investment managers to find the perfect wealth managementpartner for their clients.
Portfolio management tools,enhanced trading modules, and extensive research capabilities
Tactically manage client portfolios and take an active role in their success
Integrated proposal system with client Investment Policy Statement
contact us
Integrated tools to reduce administrative time
Portfolio drift alerts
Automated KYC and operational alerts
Ongoing compliance tasks integrated into the platform
Automated billing to improve cash flow
Customizable reporting to deliver on client expectations
contact us
benefits
Save on IT infrastructure cost
With no tech infrastructure to maintain, our cloud-based platform reduces your IT spend significantly.
Add your own branding
Fully customizable to allow you to create your own unique branding to further grow your trust factor with end clients.
Customize as you please
Modify the look and feel of the platform to customize it with your own branding. End clients see a world class portal when accessing their accounts.
Data security
Protecting sensitive information is always paramount, and with multiple levels of security and 2 Factor Authentication (2FA), you can rest assured your client data is protected.
Workflows and automation
Create customized workflows to elevate your client service, reduce time spent on administrative functions, and better track client service activities.
Launch digital systems faster
Our flexible, nimble platform allows you to create your ecosystem and be launch-ready in a matter of weeks, not years.
Testimonials
Chosen by companies transforming the financial landscape
Lisa Martinez
Investment Advisor
Jeremy Patton
CEO&Investment Advisor
Integrated with the applications and custodians you already use
Our wealth management platform integrates with the applications you use every day. We’ve pre-built integrations with our extensive market leading partner network so you can connect to all the tools you use to run your business. And if there’s integrations you need, you can quickly create it to your specifications with our custom integrations.
Let’s Build Something Amazing Together
Be the first to learn about our latest products, news, events and more.
subscribe
FamilyWealth is a financial technology company providing software and technology solutions to financial services firms. FamilyWealth makes no claims, promises, or guarantees about the accuracy, completeness, or adequacy of the information, materials, or content provided on this website. 

ALL INFORMATION, MATERIALS, AND CONTENT ARE PROVIDED “AS IS” AND WITHOUT ANY REPRESENTATION OR WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE OR NON-INFRINGEMENT. FAMILYWEALTH MAKES NO WARRANTY OR REPRESENTATION REGARDING THE ACCESSIBILITY OF THIS WEB SITE. 

TO THE EXTENT PERMITTED BY APPLICABLE LAW, FAMILYWEALTH DOES NOT ACCEPT LIABILITY FOR DIRECT, INDIRECT, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE OR OTHER LOSSES OR DAMAGES OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY LOST PROFITS, BUSINESS INTERRUPTION, LOSS OF DATA OR PROGRAMS OR OTHERWISE, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, THAT MAY RESULT FROM USE OF FAMILYWEALTH.TECH AS A CONSEQUENCE OF ANY INACCURACIES IN, OR ANY OMISSIONS FROM, THE INFORMATION PUBLISHED ON THE WEBSITE.
Dallas, TX
Pensacola, FL
Denver, CO
Boston, MA
Lake Mary, FL
© 2023 FamilyWealthTM   All rights reserved.