Wavvest
Wavvest is a modern operating system for financial advisors integrating planning, investments, estate, insurance, and tax services.
What is Wavvest?
Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. Wavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. The platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.
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FAQ
Wavvest is a financial advisor operating system that integrates planning, investments, estate planning, insurance, and tax management into one platform. Its AI-powered financial planning tool enables advisors to model scenarios, create flexible plans, and make real-time, data-driven decisions. Wavvest streamlines workflows by combining financial services that typically require separate applications, enhancing portfolio management efficiency. The platform features a modern interface for easy navigation across planning components and includes collaborative tools for advisor-client communication. It ensures security for sensitive financial data while offering accessibility across devices. Wavvest integrates with existing tools and updates features to align with evolving regulations and market conditions.
Wavvest belongs to the Investment Management category.
Wavvest offers features such as Client Management, Client Portal, Fund Management, Investments Tracking, Mobile Access, Modeling & Simulation, Performance Metrics, Portfolio Management.
No, Wavvest does not offer a free trial.
Pricing
Starting at:
USD 199/per month
Free Trial Available
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