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Flexible Investment Solutions

Breaking free from over commoditized robo-advisors, Wavvest delivers tailored investment strategies and nuanced risk assessment for every client.

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Client-Facing Technology

Instant Account Opening

Clients can open and fund accounts within 10 minutes, with no waiting periods.

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Overview in One Place

Clients can see their holdings, asset allocation, and performance all in one dashboard.

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Goals-Based Investments

Investment plans tailored to each client’s risk tolerance and financial goals.

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Wavvest X AI Portfolio Insights

Empower clients to interact with advanced AI for deep insights into their holdings and portfolio performance.

Advisor-Facing Technology

Flexible Investment Solutions

Advisors can customize their level of involvement based on client needs.

Integrated Model Portfolios

Set portfolios to automatically manage tax loss harvesting and rebalance based on market conditions.

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Complete Account Management Suite

Access a comprehensive set of tools for efficiently managing client accounts across multiple custodians.

Discover more about our products

See How We Can Help

Contact Us Today!

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