Overview

“It’s ironic but I imagine that the average person may likely have better visibility of their personal finances than I do.”
- Ultra-high net worth individual - Los Angeles, CA


For people who care about clarity and control.

WealthTouch clients range from the world’s largest private banks to the premier multi- and single-family offices. We enable today's UHNW advisors to make better decisions and meet investment mandates that preserve and grow wealth.


Your clients want actionable intelligence on key questions to know where they stand inside complex portfolios.

KEY QUESTIONS

How are all my assets performing?

See a consistent, accurate view of performance across all custodians and asset classes.

What are the risks to my family's wealth?

By seeing everything in one place, a family can understand what is driving returns and whether their risk actual profile is consistent with their portfolio strategy.

Where am I invested?

Help clients understand everything driving portfolio performance across all managers and custodians at any given time, as well as what their fees and costs are.

What is my total net worth?

Get the true, total and 100% accurate picture. “We just helped a client find $20 million that was previously unaccounted for.” - MFO Advisor

Am I on track with my investment goals?

Measure and report in new ways to see how your portfolio and advisor are on plan. Stay informed on your terms and preferred media.



     

Helping UHNW clients get control and see wealth with clarity means having the right information at the right time...and this results in a deeply trusted relationship between the client and advisor.


Challenges for UHNW Families ...

  • Identify all risks and opportunities in the portfolio
  • Protect wealth from rising taxes and regulations
  • Ensure security and control over data
  • Reduce family overhead and track and control lifestyle costs

Challenges for Advisors ...

  • Track and report on clients' wealth across all asset classes, custodians and currencies
  • Be highly responsive to clients’ questions and reporting requests now, not later
  • Generate reports that all types and ages of clients can use and understand
  • Manage “back-office” costs – particularly portfolio reporting – and scale profitably