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Organize
your clients’ financial lives with our secure document management system.

Communicate
and service on that financial life with our compliant messaging system.

Connect
with your clients’ CPA, estate attorney and other professionals on the same platform.
Why Use WealthTeamWork?

Build Long-Term Client Relationships with WealthTeamWork
​WealthTeamWork is more than a tool; it’s a modern approach to client service. Give your clients secure, organized access to their entire financial picture, and position yourself as their go-to advisor in a crowded field.
Designed for Advisors of All Sizes
Flat-Fee Advisors
Boost client engagement by streamlining service through technology.
Small to Mid-Sized RIAs
Compete with larger firms by offering a tech-driven client experience that sets you apart.
Large RIAs
​Leverage integration capabilities for scalable, customizable solutions to stand out.
Family Offices & High-Net-Worth Families
Simplify wealth management across generations.
Hear What Advisors are Saying

"WTW helped us streamline and modernize our service, making us a one-stop shop for clients’ financial needs!"
– Advisor at Mid-Sized RIA

​"Our clients love having a single place for everything, and the seamless collaboration has truly changed our practice."
– Advisor at another Mid-Sized RIA
Connect with the Tools You Already Use
Integrate WTW with your existing tech stack, from CRM to Financial Institutions, ensuring seamless operations without added complexity.

Plaid

Redtail
plus more coming soon!
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