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    WealthPulse for Multi-Custodian Wealth Data Intelligence

    WealthPulse for Multi-Custodian Wealth Data Intelligence

    Stop drowning in custodian portals. Unify your wealth data, unlock 118 KPIs, and give every advisor, admin, and executive the intelligence they need

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    SEE IT IN ACTION
    That's how long it takes to see your entire wealth data operation differently.

    WealthPulse unifies ingestion monitoring, progressive KPI analytics, and conversational AI into a single, guided workflow for fully operationalized wealth data - with every custodian, vendor, and data source connected & ready.

    Impact measured
    • 15-20%
      Improvement in Advisor Productivity
    • 10-20%
      Lift in AUM per client
    • ~2x
      Improved data visibility
    Three steps from data to decision.

    No custom ETL project. No data visualization team. No waiting weeks to see value or followups.

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    AI-Powered Wealth Data Intelligence Features to Match Your Requirements
    See your entire book of business - in one advisor view
    • AUM trends, household segmentation (Mass Affluent / HNW / UHNW), and concentration risk flags across your full book
    • Consolidated Intelligent Action Center with severity-based alert routing: Critical, Warning, Opportunity, Info
    • Household-linked alerts for portfolio drift, cash drag, and attrition risk - with recommended next actions
    • One unified view replacing manual report assembly across 3-5 custodian portals
    wealthpulse advisor dashboard
    Your portfolio reacts to the world. Now your advisors can too.
    • Curated market news feed scored for portfolio relevance- earnings, geopolitical, economy, & rate events
    • Sentiment analysis flags which news is portfolio-relevant & which can be ignored
    • Direct linkage between market events & impacted client holdings - so advisors act before clients call
    • Real-time; the model instantly re-scores relevance across all households
    wealthpulse market news
    Not every advisor in your firm is driving the same results
    • Firm-wide KPI stat bar: Total AUM, revenue, client retention rate, fee rate, & organic growth - at a glance
    • 12-advisor ranked leaderboard with net new assets, household count, growth rate, & retention per advisor
    • Quarterly revenue charts & retention slide-over with departure analysis for strategic decision-making
    • Databricks Genie for natural language queries: "Which advisor has the highest attrition risk this quarter?"
    wealthpulse advisor intelligence
    No spreadsheet debates on which data sources to connect next
    • 7-step guided onboarding wizard for 35+ vendors across 7 source types - zero custom ETL required
    • Connect Schwab, Pershing, Fidelity, or any known vendor in minutes; format settings auto-populate
    • KPI Readiness Dashboard shows exactly which of the 118 KPIs unlock with each new source added
    • Billing system connected? Unlock 15 more KPIs instantly - including 6 standalone and 9 composite
    wealthpulse source onboarding
    Talk to Wealth Management Experts
    Agent-command center driving all the actions

    6 agents monitoring your book of business, running 24/7 on the Gold data pipeline integrity to household opportunity

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    Agent-command center driving all the actions
    Your Next Data Integration Doesn't Have to Be a Months-Long Project.

    See WealthPulse on your data. One demo, no obligations.

    Book a free 30 min demo
    #FeelThePulse
    Want to know more?

    Explore our AI product suite that turns signals into decisive action - across pricing, promotions, capital, profitability, & more

    Explore Pulse Suite
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    Frequently Asked Questions

    The highest-value AI use cases include progressive KPI unlock sequencing, composite cross-source analytics spanning custodian + CRM + billing data, natural language querying via Databricks Genie, and automated AI morning briefings that surface critical pipeline and portfolio actions - without requiring SQL or data engineering support. All built into WealthPulse.

    Look for source-level ingestion monitoring (not just aggregate reporting), a pre-built KPI catalog with progressive unlock logic, and a guided onboarding workflow that takes you from raw vendor data to actionable analytics in a single session. The best platforms integrate directly with your existing infrastructure - Databricks Lakebase, SFTP feeds, or API endpoints - rather than requiring a separate ETL project.

    AI-driven wealth operations replaces manual portal-hopping and Excel reconciliation - which consumes 60-70% of advisor time - with automated ingestion monitoring, real-time KPI computation, and intelligent action recommendations. WealthPulse's AI surfaces which advisors need attention, which households are at attrition risk, and which data sources to connect next.

    WealthPulse is the only platform that natively unifies multi-custodian data ingestion monitoring, a 118-KPI progressive unlock engine, and persona-specific dashboards for IT Ops, Advisors, and Leadership — in a single Databricks-powered workflow purpose-built for RIA firms. Unlike portfolio accounting platforms that stop at positions and returns, WealthPulse fills the gap between raw data ingestion and cross-source operational intelligence, delivering value within hours of connecting the first custodian.

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