Stop duct-taping together your tech-stack.
Start scaling.
With Wavvest, vibe-code financial plans, automate the hard stuff, and deliver client experiences that actually impress. This is what modern wealth management looks like.
ⓘ Actual template made with Wavvest's Planning technology.
A co-branded experience for clients. A powerful toolkit for advisors.
One operating system. Unified client experiences. This is what modern wealth management looks like.
ⓘ Actual co-branded experience designed for Coyle Financial.
All products & services
Wavvest Financial Planning Engine (Platform)
Wavvest Planning is our flexible financial planning engine that lets advisors and clients build dynamic plans in seconds using natural language.
Client Mobile & Web Portals (Platform)
Client experiences built to impress. Co-brand or white-label (upon request) your own beautiful client experience on mobile and web.
AI Note Taker (Platform)
Go from meeting to notes to financial plan creation seamlessly. Wavvest's AI note taker is fully integrated and fully agentic.
ⓘ Current integrations include G-Suite, with many more planned.
Portfolio Accounting (Platform)
Track accounts across multiple custodians. Information on your clients all in one place.
File Sharing (Platform)
Seamlessly and securely share files with clients and prospects. AI agents can interact with files to understand context and execute tasks.
Native CRM (coming soon) (Platform)
No need for more software subscriptions. With Wavvest's native CRM, manage all your relationships in one place, with AI agents standing ready to consume data and execute tasks.
Access to ancillary services (Platform+)
Give clients seamless access to ancillary services like tax filing, trust creation (soon), and insurance—all directly within the app.
Outsourced back office (Platform+)
Wavvest offers a fully outsourced back office, handling trading, rebalancing, asset management, money movements, and more. Advisors can focus on clients while we take care of the operational heavy lifting.
ⓘ Available through multiple custodians.
Platform
Just the software. You get full access to our suite of tools — client/advisor portals, financial planning, AI note-taking, CRM, and more.
Starting at $199/seat/month
ⓘ Additional pricing options also available. Contact us to learn more.
Platform+
The full operating system. Everything in Platform, plus full back office support and access to ancillary services like digital tax filing and insurance.
Bps on AUM, $500/month minimum
ⓘ Bps on AUM are mutually agreed upon. Contact us to learn more.