The Modern Advisor OS.
Stop duct-taping together your tech stack. Weave is your command center: Canvas for planning, AI that takes notes and follows up, portfolio accounting built-in, file sharing, and a CRM on the way. Plus, AI agents that don’t just assist—they execute.
Canvas Financial Planning
Create beautiful financial plans with Wavvest's native financial planning tool. Fast, flexible, and fully integrated.
AI Note Taker
Go from meeting to notes to financial plan creation seamlessly. Wavvest's AI note taker is fully integrated and fully agentic.
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.
Native CRM (coming soon)
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.