Best Online Wealth Management Platform

Built on the #1 AI Salesforce Financial Services Cloud CRM - Access Anytime, from Anywhere.

We believe that financial education is crucial for achieving long-term financial stability and success. We partner with Wealth Managers, Financial Advisors, Insurance Professionals, and Financial Firms nationwide, to provide our community users with the knowledge and resources needed to make informed financial decisions.

Online Wealth Management Platform


WealthCloud360 is a technology-driven Online wealth management platform designed for wealth management advisors, financial advisors, and financial institutions to provide individuals with personalized financial advice, investment strategies, and portfolio management services. Our Online Wealth Management platform leverages advanced algorithms, data analysis, and expert wealth managers, financial advisors to deliver tailored solutions that help clients achieve their financial goals.

Our Core Values


We strive to continuously innovate and push the boundaries of what's possible in the realm of online wealth management platform services. We encourage creativity, embrace new technologies, and foster an environment that inspires and supports innovation.


Our customers are at the heart of everything we do. We are committed to understanding their needs, providing exceptional support, and delivering wealth management solutions that exceed their expectations. We prioritize customer satisfaction and work collaboratively to ensure their success.


We prioritize the reliability and stability of our wealth management platform. We understand the criticality of uptime and the impact it has on our customers' operations. We invest in robust infrastructure, implement rigorous testing, and employ proactive monitoring to deliver a reliable platform experience.


We uphold the highest ethical standards in all aspects of our business. We foster transparency, honesty, and trust with our customers, employees, and partners. We believe in doing the right thing, even when faced with challenges, and are committed to maintaining a culture of integrity.


We take the security and privacy of our customers' data seriously. We adhere to industry best practices, implement robust security measures, and continuously monitor and improve our security posture. We are committed to maintaining the confidentiality, integrity, and availability of customer data.

Ease of Use

We are dedicated to providing a user-friendly experience for our customers. We focus on creating intuitive interfaces, comprehensive documentation, and accessible support channels to ensure that our platform is easy to navigate and utilize effectively.


We understand that our customers' needs evolve over time. Our platform is designed to be scalable, enabling customers to seamlessly expand their operations as their businesses grow. We provide flexible resources and infrastructure that can adapt to changing demands without compromising performance.


We believe in the power of collaboration. We actively engage with our customers, partners, and stakeholders to foster a strong sense of community. We value open communication, feedback, and collaboration to drive continuous improvement and create shared success.


We are committed to sustainability and minimizing our environmental impact. We prioritize energy efficiency, responsible resource allocation, and the use of eco-friendly technologies. We strive to be socially responsible and contribute positively to the communities we serve.


We embrace change and agility. We understand the dynamic nature of technology and the evolving needs of our customers. We continuously adapt, innovate, and improve our platform to stay ahead of the curve and deliver cutting-edge solutions.

What's new

Accelerate transformation with our

Best Online Wealth Management Platform

Unite with your clients with a single, flexible online wealth management platform that puts the client at the center.
Make smarter client decisions and get access to better client insights from one unique platform.


More conversions
Our wealth managers have seen unmatched conversion rates while using our platform to gain a competitive advantage and grow relationships with an unparalleled view of every client.


More likely to buy
Deliver the memorable and personalized experiences clients expect. Offer proactive advice, goal-based planning, strategic opportunities, and guidance all from a single connected platform.


Industry leading return-on-investment (ROI) across all digital channels for the modern B2B teams to accelerate revenue. Your data is yours alone, and we ensure privacy and security throughout our platform.

Build client trust throughout the financial wellness journey
Using Our Online Wealth Management Platform

Win more deal mandates with
client insights and built-in compliance.

Empower your clients to drive deeper client relationships. Manage appointments, pipelines, collaborate efficiently with your clients by leveraging our internal and third-party data, and ensure information is shared with the right people at the right time.

Boost up your pipeline.

Generate new opportunities and close faster when you connect sales and marketing on a single unique platform. Deliver memorable and personalized experiences clients 

Be the wealth management advisor your client trust.

Evolve your operations to focus on clients needs and financial wellness. Empower yourself to provide seamless experiences across channels with your clients. Offer proactive advice, goal-based planning, strategic opportunities, and guidance all from a single, connected platform.

Protect more lives and livelihoods.

When your life and annuity clients need you, give them your all. No complicated software. No distractions. Just human connection when it matters most — online and off.

Deliver clients centric insurance experiences

Embrace the new digital imperative with omni-channel engagement, agile product innovation, and automated processes. Quote and issue policies, transact service requests, and adjudicate claims all from a single cloud platform.

Be the wealth management advisor your client trust.

The “Trends in Financial Services” report includes the latest insights from 2,700 global leaders on building a foundation for long-term success.

Build better relationships with a client-centric approach.

Deliver the memorable and personalized experiences with clients. Offer proactive advice, goal-based planning, strategic opportunities, and guidance all from a single, connected platform.

Lend confidence to every big financial decision.

Streamline the loan application process across all systems and channels. Deepen borrower relationships with a complete view of their finances and inspire trust with an approach built for open collaboration.

Evolve to meet growing client expectations.

Modern investors require more than ever from their wealth management advisors and wealth management firms. They expect personalized, digital-first experiences delivered with a focus on simplicity.

Build trusted relationships by serving
families and businesses from online wealth manaement platform

Fuel investment banker productivity and compliant collaboration.

See how the Wealthcloud360 Corporate and Investment Banking Innovation fuels banker productivity, collaboration and compliance across the entire deal lifecycle.

Know your clients like never before.

Understand who your clients are, what financial products they have, and what they need to achieve their life goals. With wealthcloud360-degree visibility into clients financial profiles, you can unite your bank and drive loyalty with needs-based selling.

Navigate crisis recovery.

We empower our wealth management advisors to build client trust. As client expectations increase so does the pace of work. Clients have come to expect the speed and convenience of digital interactions.

Unify insurance experiences.

See the exciting reveal of our new insurance innovation for Financial Services Cloud and learn how it can help you build extraordinary client trust.

Win more deal mandates with client insights and built-in compliance.

Manage your pipeline and collaborate with financial institutions efficiently, leverage internal data, and ensure information is shared with the right people at the right time.

Win more deal mandates with client insights and built-in compliance.

Manage your pipeline and collaborate with financial institutions efficiently, leverage internal data, and ensure information is shared with the right people at the right time.

Bring insurers and policyholders closer together with Our
Best Online Wealth Management Platform

Offer advice, resolve claims, and put policy holders at ease. With a single, comprehensive view of each policy holder, agents, brokers, and service reps can do more for their clients from one unique platform.

Make smarter and faster client decisions.

Strengthen client relationships by delivering faster, more personalized financial advice. With a wealthcloud360-degree view of goals, accounts, investments, and more, you can proactively reach out to clients when opportunities arise and stay one step ahead of their expectations.

Deepen and grow your book of business.

Benefit from more visibility into a client’s family wealth ecosystem and get a holistic view of both managed and held-away assets. Keep track of your clients’ top relationships and uncover new opportunities to deepen and grow your book of business across multiple networks.

Simplify lending experiences.

Increase speed, transparency, and teamwork throughout the mortgage process. Grow your business by engaging prospects earlier. Deepen borrower relationships with a complete view of their finances. And inspire trust with an approach built for open collaboration.

Put clients at the center of every experience.
  • Increase client satisfaction and retention in a highly competitive market
  • Achieve operational excellence with a customer-first approach
  • Scale operations quickly from a single, connected cloud-based platform
Streamline the mortgage process.

Reduce complexity for loan officers and borrowers with guided, connected processes across any system or channel. Consolidate relevant data into a single view, making it easy to track progress, manage documentation, and collaborate every step of the way.

our partners
Build a lifetime of trust with a
unified client experience.

Drive client loyalty by creating seamless and personalized experiences.

Transform Client Experiences

Deliver personalized service on any channel and integrate the entire financial planning experience from online wealth management platform.

Deepen Client Relationships

Connect client data and get a unified view across our platform. Provide visibility into client relationships and financial holdings from a single, customizable platform.

Explore our New Solution for Financial Services Cloud

Now corporate and investment bankers, compliance managers, and group heads can get an advantage with differentiated insights and compliant deal management.


We’ll put you on the right path.

Ask about products and services, pricing, implementation, or anything else. Our knowledgeable reps are standing by, ready to help. Or, check out our Pricing and Packaging Guide to learn more.

Our Happy partners