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WEALTHYX IS THE AUTOMATED DIGITAL INVESTMENT ADVISOR FOR 401(K) pLANS

 
 
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Digital TAMP

\TAMP\ Turnkey Asset Managment Platform

WealthyX is a fully automated managed account manager that integrates into your brand and your infrastructure.

Our Robo-Advisor APIs deliver the most robust tools directly to your site. From on-boarding
to portfolio recommendations and re-balancing, your client is always fully engaged with you. 
 

Your Brand. Your Infrastructure. Your Experience. 

WealthyX leverages what you already built. That user experience is why clients are with you. Build stronger relationships with WealthyX on your team.

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WE LIKE TO BLEND IN

After all, they’re your clients. You both deserve a user experience that totally sings your brand, and only
your brand.

 

Always your clients

There’s no need to change clearing firms, custodians,
or account numbers.
Start-up is simple and quick.

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SEAMLESS INTEGRATION

Our APIs plug directly into your
site or app. Our turnkey solution will never be disruptive to
your business. 

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Automated Investing

Our algorithms ensure your clients' portfolios are always cared for - from portfolio creation to monitoring and re-balancing.

YOUR BRAND AND USER EXPERIENCE

A customizable white label solution.

YOU WORKED HARD TO BUILD YOUR BRAND.
IT'S YOUR EQUITY. WE WANT TO JOIN YOUR TEAM.

 
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It's about scalability

Our RESTful based APIs are built in the cloud to ensure maximum scalability and easy integration with you.
You will know that they are fast, reliable, and secure.  

AWS Native 

REST SOAP

JSON

99.95% Availability

This means low impact on your time with the potential
for large volume business. You’ll reap the rewards today and later as those clients mature in wealth building. 
Meanwhile, you’re free to focus on your core business, while never having to miss out on lower asset, growth clients.