Digital Workflows for Financial Services and Insurance

Start Your Process. Verify and Sync Data. Done.
As Seen In
BetaKit
Finance et Investissement

Workflows are stuck in the past

We built some to fuel tomorrow's growth

Your client information is at the heart of everything that you do. Manually entering in this same information across all of your systems is a REAL problem. Digital transformation shouldn't keep you and your firm up at night. Let's solve this problem together.

Client Onboarding
& Account Openings
Branded Digital Forms
and Templates
Built for Firms
and Individuals
Sync Information
Across All Systems

Some of Our Features

Custom Templates

Create Custom Templates

No coding required - anyone on your team can build
and update digital forms and print on traditional forms.

Gather Client Data

Gather Client Data from any Device

Our modules work on any device and can collect
information in the format that you need.

Automate Workflows

Automate Workflows

Define the key steps, systems and people that
need to validate and store client information.

Reduce Forms Not-in-Good-Order

Reduce Forms Not-In-Good-Order

Perform straight through processing of documents and
client information. Submit a complete client file.

Build Digital and Fully Integrated Processes

Built with IT and Developers In Mind

Integrate with your existing systems

Digitally transform your firm and processes without the headaches. WealthTab lets you easily integrate your existing processes with our REST APIs so you can focus on business as usual while building for the future. Build awesome modern apps and automate business processes.

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var newPortfolio = require('newPortfolio')('test_421c76d77563afa19148');

var futureDate = newDate("November 15, 2017 09:45:02");

var createPortfolio = newPortfolio.create({
  accountID:'w99192837z88-jj',
  accountName:'Smith-Family Moderate',
  otherPortfolios: ['RESP', 'TFSA'],
  riskProfile: 'Moderate',
  portfolioValue: '$1,000,0000',
  currency: 'CDN',
  proposalDate: '11/15/2017' ,
  memo: 'Moderate Risk Portfolio for the Smith Family'
});

A Platform Built to Scale

third party integrations

Third-Party Integrations

We sync data to popular CRMs
and back office systems.

turn key

Turn-Key Solution

Start Building Custom Templates
and Workflows from Day 1.

WealthTab Secured

Bulletproof Security

Our bank-grade 256bit AES encryption
keeps all of your information safe.

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