Advisors and wealth
Wealth and RIA software with a single book of client accounts
Clients connect the institutions they already use. Planning, reporting, and household views sit on one data model instead of a mash of broker portals and files.
The problem
Advisor software inherits custodian portals, CSV exports, and one-off feeds. Household reporting becomes a data-ops project instead of a product feature.
What Finatic changes
Clients authenticate in your brand. You read a consistent book for planning, performance, and reporting. New custodians are coverage, not a new data warehouse.
What this looks like in practice
- Keep the advisor experience in your product, not a third-party aggregator skin.
- Reuse the same account-scoped reads for client portals and internal tools.
- Request additional institutions as your book of business requires them.