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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.
No coding required - anyone on your team can build
and update digital forms and print on traditional forms.
Our modules work on any device and can collect
information in the format that you need.
Define the key steps, systems and people that
need to validate and store client information.
Perform straight through processing of documents and
client information. Submit a complete client file.
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.
We sync data to popular CRMs and back office systems.
Start Building Custom Templates and Workflows from Day 1.
Our bank-grade 256bit AES encryption keeps all of your information safe.