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Become an Indispensable Partner in Your Clients’ Financial Lives

A platform to deliver a virtual family office experience to your valued clients.

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Organize

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

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Communicate

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

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Connect

with your clients’ CPA, estate attorney and other professionals on the same platform.

Why Use WealthTeamWork?

Do you live in your client’s pocket?

Today’s clients expect advisors to be digitally accessible wherever they are. With WealthTeamWork, you can meet these demands, being right where your clients need you and offering secure, convenient access to their financial lives.

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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

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

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​"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.

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Plaid

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Redtail

plus more coming soon!

Interested in Learning More?

Schedule a demo with us to see how WealthTeamWork can best serve you!

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