/client experience
Upgrade the experience
Give clients a seamless way to open accounts, access their wealth and stay connected with your firm.
- Onboarding
- Client portal
- Reporting
Wealth management firms weren’t built as technology companies.
Own your software. Skip the first 80%. Start with proven wealth management core modules, then tailor the experience, workflows and integrations to your firm.
/our thesis
Our Wealth Suite was built around these four principles
/rooftop wealth suite
Focus on the 20% that makes your firm different.
Four modules. One connected platform.
Every module can work independently, but together they create a modern operating system for wealth management firms.
/advisor portal
More time. Less admin work.
Give advisors one place to manage client relationships, build proposals and handle their day-to-day work.
- CRM
- Onboard clients
- Proposal builder
- Reporting
/operations
Less work. More control.
Bring orders, back-office processes, regulatory reporting and recurring workflows into one operational layer, with traceability across every action.
- Documents & alerts
- Back office & reconciliation
- Regulatory reporting
- Workflow automation
- Audit trail
/firm overview
Your firm, in one view.
Turn data across custodians and systems into a clear view of your clients, team and business performance.
- Custom integrations
- Financial overview & insights
- Team performance
- Data consolidation
/technical foundation
Built to fit your existing ecosystem.
/why our wealth suite
Get an evaluation
Why choose between speed and ownership
when you can have both?
Get an evaluation Start from proven modules. Own the software from day one.
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.
Get a quote/related work
/finance & wealth management
Paullier
Managing wealth across generations since 1904.