Cross border financial planning, without the headache.
Show your international clients how to bring their wealth to life.
Join hundreds of financial planners growing successful businesses with WealthOptic.
Build. Plan. Present.
Show your clients the choices they really have today, and how you can help them can build the life they want.
Digital Onboarding
Capture data from an integrated fact-find, which directly feeds into a tax aware financial planning suite.
Visual plans
Show your clients how their assets, income, expenditure and debt evolves over time.
Tax aware
International taxation, covering multiple jurisdictions and international country moves.
Stress test & Compare
Take your client on their financial journey, with monte-carlo simulations, market events, and what if scenarios.
Unlock a client experience that leads to better decisions, increased loyalty, and higher AUM.
CASE STUDIES
Discover how WealthOptic supports different professionals:
Financial Advisers
Build cashflow models designed to cross borders, with international asset modelling and cross-border tax.
Private Bankers
Show clients how to harness both their wealth and utilise structured lending to maximise their life.