Wavvest

About Wavvest

Wavvest offers a comprehensive wealth management platform designed for registered investment advisors seeking to modernize their practice. The system features an AI financial planning engine that enables advisors and clients to create dynamic plans using natural language processing technology. The platform includes co-brandable client portals accessible via web and mobile interfaces, allowing firms to maintain their unique identity while providing clients with an impressive digital experience. Additional functionality encompasses portfolio accounting across multiple custodians, secure file sharing capabilities, and an AI-powered note-taking system that transforms meeting conversations into actionable financial plans.

The platform incorporates several advanced technological components that streamline advisor workflows and enhance client service delivery. The AI agents embedded throughout the system can interact with uploaded documents to extract relevant information, understand context, and execute tasks automatically. Portfolio management tools track accounts across various custodians, consolidating client financial information in a single location. The forthcoming native CRM will further integrate client relationship management directly into the platform, eliminating the need for separate software subscriptions and creating a more cohesive operational environment.

Wavvest provides flexible implementation options allowing advisors to select the specific components that align with their practice needs. The core platform offering includes access to the full software suite with client and advisor portals, AI financial planning tool, AI note-taking capabilities, and additional tools starting at a per-seat monthly fee. For firms seeking more comprehensive support, the full operating system package adds outsourced back-office services handling trading, rebalancing, asset management, and money movements, plus access to ancillary services such as digital tax filing and insurance solutions. This tiered approach enables advisory firms to scale their technology adoption according to their specific business requirements.