Own your software.
Skip the first 80%.
Software built on foundational modules, customized around what makes your firm different.
/our thesis
Investment products are becoming commodities. Your advisors’ time isn’t. We use technology to multiply it.
Rooftop’s Wealth Suite was built around these four principles.
/rooftop wealth suite
Focus on the 20% that makes your firm different.
Seven modules. One connected platform.
Every module can work independently, but together they create a modern operating system for wealth management firms.
Investment policy engine
Define model portfolios, allocation rules, approved instruments and investment policies that guide advisors while preserving flexibility for each client.
Investment policy engine
Define model portfolios, allocation rules, approved instruments and investment policies that guide advisors while preserving flexibility for each client.
/why our wealth suite
Why choose between speed and ownership
when you can have both?
Most wealth firms face the same choice: buy a SaaS platform and adapt your business to it, or build custom software from scratch.
Wealth Suite offers a third approach.
Start from proven building blocks, customize what makes your firm unique, and own the software from day one.
Start from proven building blocks. Own the software from day one.
