Single-pane client dashboard
One screen that instantly combines everything that matters: balances, allocation, performance, goals, and documents. Choose from hundreds of branded looks so the experience feels like your firm, not a vendor's.
WealthPane° · Client Portal & Advisor Software
Wealth Management Client Portal & RIA Software
WealthPane is the single-pane client portal and portfolio management software for RIAs, financial advisors, and broker-dealers. Give every client one screen for their whole financial life — goals-based planning, a unified household view, performance reporting, and secure documents — on desktop, tablet, or phone.
What WealthPane offers
The single, modern app your clients have been waiting for
When you're not there — and even when you are — clients want a clear, instant picture of their financial health. That's where WealthPane excels. Spend less time answering "what's my balance" and more time advising. Whether you advise, broker, or manage, having every household's full picture at your fingertips sets your firm apart and gives clients the connected, goals-based experience they expect from the wirehouses.
Unified household management
Aggregate every account across a household — including held-away assets — into a single view of total net worth, allocation, and progress toward goals. A truly holistic picture for clients and advisors alike.
Goals-based planning
Show clients where they stand against retirement, education, and life goals — not just a list of holdings. Goals-based reporting turns review meetings into conversations about progress, not paperwork.
Performance reporting
Industry-leading performance and portfolio reporting with interactive charts and drill-downs. Create branded reports for clients, or let them run their own online, any time.
Accounting & rebalancing
Portfolio accounting, model management, and dynamic rebalancing run in the same platform — back-office efficiency with front-office polish, from mass-affluent to ultra-high-net-worth clients.
Secure document vault
An encrypted vault for statements, tax documents, estate plans, and agreements. Clients and advisors get notified on new uploads and can collaborate on documents — securely, from any device.
Why advisors choose WealthPane
Demonstrate your value, deepen every client relationship
Use WealthPane to show the value your firm provides, proactively service households, and personalize the wealth experience. Built for RIAs, advisors, broker-dealers, and family offices who want a connected, modern client experience without surrendering control of their data or their brand.
- Cut "what's my balance" calls with 24/7 self-service access
- Onboard new households digitally — click-to-agree, not nine pages of PDFs
- Branded web and native iOS / Android apps that rival the wirehouses
- Advisory billing and fee management built in
- Own your data and brand — unlimited users at flat pricing
Two-minute read
What a modern client portal solves for your practice
Your clients compare your technology to their bank, their brokerage, and the apps on their phone. They want to organize their financial life in one place, see progress toward goals, and reach you without friction. WealthPane was built to give independent firms that experience.
Meet rising client expectations
Retail and high-net-worth clients expect a clean, mobile, always-on view of their money. WealthPane delivers a wirehouse-grade experience under your own brand, so you compete on service — not on someone else's app.
Win back advisor time
Self-service balances, statements, and performance mean fewer interruptions and shorter prep before review meetings. Less manual reporting, more time on planning and relationships.
Onboard households faster
A fully digital, click-to-agree onboarding flow replaces stacks of paperwork. Open and fund accounts in a same-day process that feels effortless to the client.
See the whole picture
Unified household aggregation pulls held-away and managed accounts into one net-worth view, so advice is based on the client's full financial life, not just the assets you custody.
Report on goals, not just returns
Goals-based reporting reframes performance around what clients actually care about — retirement readiness, education funding, milestones — making your value tangible at every review.
Own your platform
WealthPane runs on open-source software with full source-code access. Deploy on AWS, Azure, or on-premises, with no per-user fees and no vendor lock-in. Your clients, your data, your brand.
Certifications & assurances
Bank-grade security your clients can trust
WealthPane is securely hosted and SOC 2 certified. Our infrastructure partners maintain the following programs across global, EMEA, and Americas jurisdictions.
Global
CSA · CyberGRX · CyberVadis · ISO 9001 · ISO 22301 · ISO 27001 · ISO 27017 · ISO 27701 · ISO 27018 · PCI DSS Level 1 · SOC 1 · SOC 2 · SOC 3
EMEA
GDPR · HDS · C5 · CISPE · Cyber Essentials Plus · ENS High · FINMA ISAE 3000 Type 2 · G-Cloud · GSMA · PiTuKri ISAE 3000 Type II · TISAX
Americas
CCCS · CJIS · DoD SRG · FedRAMP · FERPA · FIPS · FISMA · GxP · HIPAA · HITRUST CSF · ITAR · NIST · PIPEDA · SEC Rule 17a-4(f) · VPAT / Section 508
Reviews & ratings
What advisors and firms say about IPP
Verified reviews from RIAs, wealth managers, broker-dealers, and family offices on Trustpilot, Capterra, GetApp, and Software Advice.
4.9
out of 5 · 146 verified reviews
"Our clients finally have one screen that shows their whole financial picture. It cut our 'what's my balance' calls dramatically and made review meetings far more productive."
"The household view and goals-based reporting are exactly what clients expect from a modern advisor. Onboarding new households went from days of paperwork to a same-day digital flow."
"Branded dashboards, performance reporting, and a secure document vault in one platform we control. The mobile experience put us on par with the wirehouses."
"Clients log in from their phones to check progress toward their goals. That single-pane view has become the centerpiece of how we communicate value."
"Rebalancing, billing, and reporting in one place meant we retired three separate tools. Our back office is leaner and our client experience is dramatically better."
"Self-hosting with full source code and no per-seat fees was decisive. As our household count grew, our costs didn't balloon the way they would have elsewhere."
FAQ
Wealth management client portal questions
What is a wealth management client portal?
A wealth management client portal is a secure online dashboard where clients of an RIA, advisor, or broker-dealer see their accounts, performance, goals, and documents in one place, on any device. WealthPane gives advisors a branded, single-pane portal with unified household management, goals-based planning, and performance reporting.
Is WealthPane RIA software or portfolio management software?
Both. WealthPane combines portfolio accounting, rebalancing, performance reporting, and advisory billing for the advisor with a client-facing portal that delivers goals-based planning and a unified household view to investors.
Does WealthPane support unified household management?
Yes. WealthPane aggregates accounts across a household into one view — including held-away assets — so advisors and clients see total net worth, allocation, and progress toward goals in a single place.
Can clients access WealthPane on mobile?
Yes. WealthPane is available on the web and through native iOS and Android apps, so clients can check balances, performance, and documents and collaborate with their advisor 24/7 from desktop, tablet, or phone.
Is the platform secure and compliant for advisors?
WealthPane is securely hosted and SOC 2 certified, supporting SEC Rule 17a-4(f), GDPR, and ISO 27001 programs. Deploy on AWS, Azure, hybrid, or on-premises, with full source-code ownership and no per-user fees. See pricing.
Built for your practice
Wealth management software for advisors, RIAs, and broker-dealers
WealthPane is the client portal and portfolio management platform behind independent firms of every size — from solo registered investment advisors to multi-advisor RIAs, hybrid broker-dealers, banks, and family offices serving mass-affluent and high-net-worth households.
Who WealthPane is for
- Registered investment advisors (RIAs) seeking a branded client portal
- Independent and hybrid financial advisors
- Broker-dealers modernizing the client experience
- Family offices managing complex, multi-generational households
- Private banks and trust companies serving HNW clients
- Growing firms that want wirehouse-grade technology they control
What you get in one platform
- Single-pane client dashboard with your branding
- Unified household management and account aggregation
- Goals-based financial planning and progress tracking
- Portfolio performance reporting and interactive charts
- Portfolio accounting, model management, and rebalancing
- Advisory billing, fee management, and digital onboarding
- Secure client document vault with SOC 2 protection
- Native iOS and Android apps with 24/7 client access
Ready to give your clients a whole new portal experience?
We have never lost a client. We listen to your needs before selling you software. Share your contact information and a brief description of your goals — we value your privacy and will never sell or share your information with third parties.