One growth engine for every advisor in your firm.
Deploy intelligence and automation across hundreds of seats, with the governance, oversight, and security your home office requires.
Built for the home office, loved by the field.
Every message, campaign, and recommendation moves through controls your compliance team defines. Nothing reaches a client that hasn't passed your rules.
Content approval workflows
Campaigns and templates route to supervision before launch. Pre-approved libraries let advisors move fast inside the rails.
Role-based access & supervision
Granular permissions by role, branch, and OSJ. Supervisors see what they need, advisors see only their book.
Complete audit trails
Every touch is timestamped and attributable: who sent what, to whom, when, and under which approval.
Archiving & books-and-records
Native connections to Smarsh, Global Relay, and Proofpoint keep every communication retained and review-ready.
Enterprise security, answered up front.
The questions your security review will ask, answered before it starts.
SOC 2 Type II
Independently audited controls across security, availability, and confidentiality, renewed annually.
Encryption everywhere
Data encrypted in transit and at rest. Keys managed and rotated under documented policy.
SSO, SAML & SCIM
Connect your identity provider for single sign-on, enforced MFA, and automated provisioning.
How we handle data
WealthFeed's intelligence is built on aggregated, anonymized signals. Your firm's data and your clients' data stay yours: never sold, never shared with other customers, never used to benefit anyone but you. Insights are derived at the aggregate level and surfaced only inside your governed environment.
Live in weeks, not quarters.
A dedicated team runs your rollout in phases, so value shows up before the project plan does.
Foundation
SSO and CRM connected, compliance rules configured, archiving wired in, and your first advisor cohort onboarded and trained.
Expansion
Rollout extends branch by branch. Pre-approved campaign libraries go live and home office dashboards light up with adoption data.
Scale
Full deployment with quarterly business reviews, optimization recommendations, and a named CSM who knows your firm.
Plays well with your stack
See growth happening, firm-wide.
Leadership gets a live view of the engine at work across every advisor: who's adopting, what's converting, and where the pipeline is building.
- Adoption and activity by branch, team, and seat
- Pipeline generated and meetings booked, firm-wide
- Campaign performance with compliance status inline
- Exportable reporting for leadership and the board
"Over the next decade, advisors not leveraging AI will fall behind, just like Blockbuster did in the streaming era. WealthFeed helps advisors stay ahead by using AI to uncover opportunities, monitor client life changes, and scale personalized engagement."
Bring the growth engine to your firm.
Talk to our enterprise team about your advisor count, your compliance requirements, and what a rollout would look like for you.