---
description: Detailed reviews on Wavvest based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Wavvest with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Wavvest Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Wavvest](/software/2082233/wavvest)

# Wavvest

Canonical: https://www.getapp.ca/software/2082233/wavvest

> Wavvest offers a comprehensive RIA platform that integrates financial planning tools with client management capabilities. Advisors can provide clients with co-branded mobile and web portals while accessing outsourced back-office support for trading and asset management.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Wavvest

 Wavvest unifies financial planning, investment management, insurance, and tax services into one seamless platform, simplifying advisor workflows.
 The AI-powered financial planning tool lets advisors create dynamic financial plans instantly using natural language, boosting accuracy and efficiency.
 Integrated tax filing and planning within Wavvest saves clients' time and reduces complexity during tax season.
 Clients stay engaged and informed through the co-branded mobile app that provides a clear and consolidated financial view.
 Wavvest’s handles  back office tasks such as trading, rebalancing, and money movements, allowing advisors to focus fully on their clients.

## About the vendor

- **Company**: Wavvest Technologies

## Commercial Context

- **Starting Price**: US$199.00
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), iPhone (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Accounting Software
- Activity Dashboard
- Alerts/Notifications
- Bonds/Stocks
- Cash Management
- Client Management
- Client Portal
- Collaboration Tools
- Customizable Reports
- Data Import/Export
- Document Management Software
- Fee Management
- Financial Analysis
- Financial Management Software
- For Investment Advisors
- For Investors & Traders
- Forecasting
- Fund Management
- Investment Research

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Investment Management Software](https://www.getapp.ca/directory/17/investment-portfolio-management/software)

## Links

- [View on GetApp](https://www.getapp.ca/software/2082233/wavvest)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/wavvest/> |
| en-AE | <https://www.getapp.ae/software/2082233/wavvest> |
| en-AU | <https://www.getapp.com.au/software/2082233/wavvest> |
| en-CA | <https://www.getapp.ca/software/2082233/wavvest> |
| en-GB | <https://www.getapp.co.uk/software/2082233/wavvest> |
| en-IE | <https://www.getapp.ie/software/2082233/wavvest> |
| en-NZ | <https://www.getapp.co.nz/software/2082233/wavvest> |
| en-SG | <https://www.getapp.sg/software/2082233/wavvest> |
| en-ZA | <https://www.getapp.za.com/software/2082233/wavvest> |

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