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Streamlining Wealth Management for Advisors

Wavvest Weave enhances advisor’s workflow by integrating advanced AI and seamless communication tools, empowering you to manage your wealth management tasks more efficiently.

It's time to revolutionize your workflow tools

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Advanced AI for Business Intelligence

Utilize AI insights to enhance your decision-making process

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Automated Portfolio Rebalancing

Keep your portfolios optimized without manual effort

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Intuitive
X Notestaker

Seamless integration from prospect meeting to financial plan generation

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Enhancing Client Experience

Effortlessly share financial reports to enhance communication and transparency. Simplify the invitation process for new clients with easy invitation codes.

Holistic Client Plan Overview

Advisors can access a dedicated section that displays all client financial plans—from past to present—simultaneously, facilitating quick access to critical information.

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Smart Risk Management

Assist clients in determining their desired portfolio performance by assessing their risk tolerance and investment goals, allowing for tailored risk-adjusted return strategies.

Knowledge Base Customization

Advisors can upload any necessary files to the knowledge base, allowing the portal to be customized to meet their specific needs and those of their clients.

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Empower Your Professional Profile

Advisors can easily edit their basic company information, upload logos, and add videos to enhance their profiles.

See How We Can Help

Contact Us Today!

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Wavvest Holdings, Inc. (“Wavvest”) is a tech company headquarter in Chicago, IL and the parent company of Wavvest Wealth LLC and Wavvest Technologies LLC. Wavvest Wealth LLC is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Wavvest Wealth LLC may only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The Wavvest website (referred to herein as the “Website”) is limited to the dissemination of general information about its advisory services, along with access to additional investment-related information, publications, and links. The publication of the Website on the Internet should not be construed by any client or prospective client as Wavvest's solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Wavvest with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.​

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Ladder Insurance Services, LLC (CA license 0K22568; AR license 3000140372) offers term life insurance policies: (i) in California, on behalf of its affiliate, Ladder Life Insurance Company, Palo Alto, CA (policy form number P-LL100CA); (ii) in New York, on behalf of Allianz Life Insurance Company of New York, New York, NY (policy form number MN-26); (iii) in the District of Columbia and all states except New York on behalf of Amica Life Insurance Company, Lincoln, RI (policy form number ICC23P-AM100 and P-AM100); (iv) Fidelity Security Life Insurance Company®, Kansas City, MO in the District of Columbia and all states except California and New York (policy form number ICC23-M-1069 and M-1069, varies by state); and (v) in the District of Columbia and all states except Connecticut and New York on behalf of S.USA Life Insurance Company, Inc., Roanoke, VA (policy form number ICC23P-PL100 and P-PL100), a Prosperity Life Group company. Only Allianz Life Insurance Company of New York is authorized to issue life insurance in the state of New York. Insurance policy prices, coverages, features, terms, benefits, exclusions, limitations and available discounts vary among these insurers and are subject to qualifications. Each insurer is solely responsible for any claims and has financial responsibility for its own products.

© 2024 Wavvest Holdings Inc.

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