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
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
Client experiences built to impress. Co-brand or white-label (upon request) your own beautiful client experience on mobile and web.
AI Note Taker
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
Track accounts across multiple custodians. Information on your clients all in one place.
File Sharing
Seamlessly and securely share files with clients and prospects. AI agents can interact with files to understand context and execute tasks.
CRM Integrations
Manage all your relationships in one place, with AI agents standing ready to consume data and execute tasks.
Access to ancillary services
Give clients seamless access to ancillary services like tax filing, trust creation (soon), and insurance—all directly within the app.
Outsourced back office
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.
