Wealthstack sits between your existing systems and your daily work. It connects, understands, and acts. With real-time market intelligence woven into every interaction.
No six-month implementation. No workflow disruption. Wealthstack layers intelligence on top of what you already use.
Wealthstack integrates with your custody and clearing platforms, CRM, financial planning tools, compliance systems, and live market data feeds through secure, real-time connections. No data migration, no rip-and-replace. Your existing tools keep working. They just start talking to each other.
Wealthstack doesn't replace your tools. It connects them, enriches every interaction with real-time market intelligence, and surfaces what matters.
Three workflows that consume your team's time today. Transformed by intelligence that works in the background.
Wealthstack assembles a complete client briefing before every meeting: portfolio performance against benchmarks, recent life events from CRM notes, planning milestones, and real-time market conditions that affect their holdings. Your advisors spend time advising, not searching.
NAIA has already assembled today's meeting briefs, enriched with overnight market moves, portfolio drift alerts, and CRM-sourced talking points. Three client reviews, one prospect call. You're prepared before your first coffee.
Walk in knowing the Johnsons' Roth conversion window closes in Q4, their daughter's 529 is on track, their portfolio drifted 2% from target, and this morning's market move affects their tech allocation. All on one screen.
Between meetings, you ask: 'Which clients have unrealized losses above $50K?' Wealthstack scans every portfolio against real-time positions and returns a prioritized list with tax-loss harvesting opportunities.
While you focus on advice, Wealthstack has already filed today's trade documentation, flagged a suitability review, and routed the ADV amendment for your signature.
Tomorrow's briefs are generating with end-of-day market context. Clients who haven't heard from you in 90 days are flagged for outreach. Your practice is growing while you head home on time.
No 18-month implementation. No rip-and-replace. Wealthstack layers on top of what you already run.
We learn your tech stack, workflows, and what's consuming your team's time. 30 minutes, no pitch deck.
Our team connects Wealthstack to your custody platforms, CRM, and planning tools. Your data stays in your environment.
Forward-deployed engineers work alongside your team. You're live with full AI capabilities in under 8 weeks.