Wavvest is an all-in-one wealth management operating system that helps advisors deliver better outcomes through a fully integrated platform.

Wavvest helps advisors grow their business and serve clients more efficiently. It simplifies daily operations by combining planning, portfolio management, client communication, and key services like taxes and estate planning into one platform. This saves time, reduces complexity, and improves the overall client experience.

Clients get a single place to manage their entire financial life. They can view their investments, track their goals, and access services like tax filing, insurance, and estate planning without juggling multiple providers. The experience is simple, modern, and built around their needs.

Wavvest offers a full suite of services designed to help advisors deliver comprehensive wealth management from a single platform. These services are fully integrated so advisors can operate more efficiently and clients get a seamless experience.

Investments Advisors can run their own portfolios or delegate investment management to Wavvest. The platform supports model portfolios, direct indexing, and full account management including trading and rebalancing.

Financial Planning Our planning engine is built directly into the core platform, allowing advisors to generate and update financial plans instantly. Plans stay connected to real-time account data and can be updated using natural language.

Estate Planning (soon) Clients can create and manage key legal documents like wills and trusts entirely online. Advisors can oversee the process or step in as needed.

Insurance Wavvest connects clients to life insurance products through embedded partnerships. Clients can apply for coverage and manage policies within the platform.

Tax Wavvest supports both tax planning and filing. Clients can prepare and submit returns through the platform, and advisors can incorporate tax strategy into broader planning conversations.

Advisor Tools The Wavvest advisor dashboard gives advisors full visibility into client activity, along with tools for financial planning, CRM, file sharing, and more. We are continuing to expand this suite to replace fragmented advisor tech stacks.

Wavvest Planning is Wavvest's financial planning agent. It gives advisors and clients the ability to build, visualize, and adjust financial plans in real time. You can prompt it using plain language, model out any scenario, and generate plans instantly. Wavvest Planning is powerful, flexible, and built to handle everything from simple goals to complex planning needs.

No. Wavvest is designed to be flexible. Advisors can choose the services that fit their practice, and clients can engage with only what they need. Whether it's just financial planning, investment management, or the full suite including tax and estate, Wavvest adapts to each firm’s approach.

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