Keep the next generation.
Give clients’ children and grandchildren an account under your name, today.
Wealthdoor for Advisors
Your own digital advice platform, under your brand, in 30 days.
Wealthdoor gives wealth management firms a white-label robo-advisory platform for the clients you want to serve but can’t reach profitably today: smaller accounts, next-generation family members, and new investors. Your brand, your models or ours, one flat licence.
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Why Wealthdoor
Serve every household, not just the ones above your minimum.
Your advisers’ time belongs with your most complex relationships. But the clients below your minimum are often your clients’ children, the prospects who will be tomorrow’s core accounts, and the long-standing families you never want to turn away.
Wealthdoor lets you serve them digitally, with automated portfolios, goals-based planning and clean onboarding, without adding adviser hours or building technology yourself.
Grow without adding headcount.
Onboarding, rebalancing and reporting run on the platform.
Stay the adviser.
You keep the relationship, the brand and the fee schedule.
The platform
Everything a digital advice channel needs, under your name.
Your brand
Your logo, colours and domain, with an app your clients see as yours.
- Digital onboarding
- Clients open and fund accounts online in minutes, with identity checks and e-signed agreements built in.
- Goals-based planning
- Clients save toward named goals, from retirement to a child’s education, and see their progress at a glance.
- Automated portfolio management
- Drift-based rebalancing, cash management and fractional shares keep every account on model.
- Tax-aware investing
- Tax-loss harvesting and lot-level tracking, built in.
- Adviser console
- One view of your digital book: onboarding status, accounts, approvals and reports.
- Billing
- Your advisory fees calculated and collected automatically.
- Custody
- Accounts held at Alpaca Securities LLC, member FINRA/SIPC.
Use your own models on the platform at no extra cost, or add ours. See the models →
Model marketplace
Your models, or ours. Your choice, account by account.
Run the platform on the investment models you already use. Or hand portfolio management to Wealthdoor Asset Management, a registered investment adviser, and our investment team will manage the portfolios for your digital clients.
- Diversified, low-cost ETF portfolios across a range of risk levels.
- Discretionary management: we handle rebalancing and tax-loss harvesting, so your team doesn’t have to.
- Documented investment process and the disclosures your compliance team will ask for.
- Fees that fall as your assets grow, starting at 0.35% a year.
How it works
Live in 30 days.
- 01
Book a demo
See the platform with your branding in a 30-minute call.
- 02
Set up your firm
We configure your brand, domain, fee schedule and models, and connect your team.
- 03
Choose your portfolios
Load your own models, select Wealthdoor’s, or offer both.
- 04
Invite your clients
Send a link; clients onboard, fund and invest in minutes. Your team watches it all from one console.
Pricing
Simple, predictable pricing.
Platform
$1,000 per month
Your white-label robo-advisory platform: branding, onboarding, automated portfolio management, adviser console and billing. Use your own models at no extra cost.
Book a demo →Wealthdoor Models Optional
From 0.35% a year
Discretionary portfolio management by Wealthdoor Asset Management on the assets you place in our models. The rate falls as those assets grow.
| Assets in Wealthdoor models | Annual fee |
|---|---|
| First $25M | 0.35% |
| $25M to $100M | 0.25% |
| $100M to $250M | 0.20% |
| Above $250M | 0.15% |
Annual contract, billed monthly. One-time onboarding fee of $2,500. Founding-partner terms available for a limited number of firms.
Your firm. You remain the adviser of record and own the client relationship. If you choose Wealthdoor Models, Wealthdoor Asset Management manages those portfolios as a sub-adviser to your firm.
In individual brokerage accounts in each client’s name at Alpaca Securities LLC, member FINRA/SIPC. Wealthdoor never holds client funds.
No. The platform licence includes running your own models. Wealthdoor Models are optional and can be used for some clients or all of them.
The client experience carries your brand. Required regulatory and custody disclosures will name Wealthdoor and the custodian.
Most firms can be live within 30 days of signing.
We provide a due-diligence pack covering security, policies, and Wealthdoor Asset Management’s Form ADV.
Book a demo
Give every client a door to your firm.
See the platform with your brand on it. A 30-minute demo, no obligation.
Prefer email? private@wealthdoor.com