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Client portal

What your clients see when they sign in, on a phone or a desktop, in your firm's colours and with your logo.

The portal is the client's side of WealthY: their accounts, what you are waiting on from them, their requests and documents, a secure line to you, and Ask WealthY for their own questions. It carries your firm's colours, logo and tab names, and it is built phone-first.

The client Home on a phone: total assets, accounts, the advisor card, book a meeting.
The client Home on a phone: total assets, accounts, the advisor card, book a meeting.

Getting in

Home

The first screen is laid out by the firm. The default shows total assets, open accounts, the advisor card with Message and Book meeting, the value over time, the allocation, and the household view. A card at the top lists what the advisor needs from them, if anything.

To do

Everything you are waiting on, in one list with dates: a request to review and sign, information to confirm, a questionnaire to answer, a meeting to book, a task you assigned. Each row has one button that does it. Items you create in the follow-up land here on their own.

To do on a phone: what the advisor is waiting on, each with a date and one button.
To do on a phone: what the advisor is waiting on, each with a date and one button.

Portfolio

Accounts, holdings and performance, when the firm has a custodian feed. Time-weighted and money-weighted returns over the period the client picks, with an as-of stamp on every figure.

Requests

Start an account opening, a transfer, a deposit, a withdrawal, regular contributions or regular withdrawals, a change of address or beneficiary. The client answers plain-language questions; WealthY fills the dealer's paperwork; the client signs on the screen. Each request shows where it is: submitted, under review, sent to custodian, done. The firm decides which request types clients may start.

Requests on a phone: start a request, and see where each one is.
Requests on a phone: start a request, and see where each one is.

Documents, Messages, Activity, Reports, Insurance

Ask WealthY for clients

The client asks about their own accounts, holdings, documents and open items, and gets an answer from their data. Nothing about anyone else is reachable. You see what they asked on the prep for the next meeting.

Settings

Profile, language (English or French), password and two-step sign-in, and the bank accounts on file for deposits and withdrawals, shown as the last digits only.

What the firm controls