GLOBAL ECOSYSTEM
Safely and efficiently connect your client needs to the best product & service solution providers globally. The range of capabilities required to deliver holistic advice can be daunting. Continue to focus on your strengths and your clients. With our platform, WealthPlace, complement your internal expertise with a global network of third-party providers covering your clients’ full set of wealth needs.
1000+
PROVIDERS
50+
COUNTRIES
30+
SERVICES
4000+
EXPERTS
YOUR NETWORK
Build and manage your own unique ecosystem, leveraging from our partnerships with over 1000+ top-tier product & services providers globally. Together, the 4000+ experts on our platform cover over 50+ jurisdictions and 30+ service categories. Providers go through ongoing, independent due diligence, and their information and contacts are continuously kept up to date. You can add and select preferred providers to your ecosystem at any time, as well as add in-house solutions.
YOUR PLATFORM
WealthPlace, the flagship ecosystem platform, enables users to navigate safely and efficiently from client needs to provider solutions. Configure the ecosystem for different markets, segments, risk processes, offering types and roles based on your needs. Institutionalize your IP and enable your entire organization to benefit from your network. Use our reporting capabilities to stay on top of your referral flows. WealthPlace can be used plug and play or integrated in your banking environment.
TAX
PENSION
BANKING & INSURANCE
SERVICES
PLANNING & MONITORING
REAL ASSETS
HOLDINGS
BUSINESS
OWNERSHIP
SUCCESSION
PHILANTHROPY
INVESTMENTS
CONTENT
Save time for specialists, empower advisors, and create client engagement around holistic advice and wealth planning topics with top tier content. The knowledge base required to cover holistic advice is broad. So, what is the good news? All the content you need is already available. There is little value, but high cost, in reinventing the wheel.
Comfortably engage with a comprehensive and continuously updated content library for specialists, advisors, and clients, tailored to your needs. We help you source, structure and package best-in-class content across financial advice from our network of 4000+ experts and beyond. You can receive the content directly, through our integrated content library in WealthPlace or through our AI chatbot “Wealth Assistant”.
RISK MANAGEMENT
Use our risk solutions to help cover regulatory, fiduciary, liability, and operational risks. Managing risk across a broad offering and/or multiple jurisdictions is a challenge. We deliver independent due diligence of third-party providers, compliant system driven processes for referring business, reporting to support regulatory filings and operational controls, as well as cross-border frameworks that can be integrated into advisory workflows. Meet increasing regulatory expectations, including duty of care, mandatory disclosures, and suitability.
PROFESSIONAL DUE DILIGENCE
Comprehensive due diligence when onboarding providers, including deep-dive annual reviews.
Ongoing monitoring of risk flags with monthly reporting.
COUNTRY MANUALS
Manuals for all of your markets, advisory constellations, and products & services.
Convert country manuals into clear tables of what you may or may not do per market, offering and advisory context.
REPORTING AND OPERATIONAL RISK
Oversight of your ecosystem of approved providers, centrally managed with reporting features.
Strengthen risk processes for your referrals across your organization.