Institutional
- Unlimited institutions and positions
- Tailored dashboards
- Daily syncing with continuous validation
- Custom-built KPIs and Visuals
The Institutional plan is for family offices or UHNW structures managing dozens of accounts, asset classes, and decision-makers. We handle everything—from syncing and validation to custom dashboard development and strategic quarterly reviews. With unlimited institutions, full customization, and direct analyst communication, this plan turns your data into an advantage—and your reporting into a strategic asset.
What’s included:
• Unlimited Institutions & Positions — No limits on accounts, assets, or complexity.
• Tailored Dashboards — Custom-built to your exact reporting, KPI, and family needs.
• Daily Syncs — Always up-to-date, with high-frequency reconciliation.
• Multi-Entity Tracking — Visualize trusts, companies, individuals, or funds separately.
• White-Glove Onboarding — Complete hands-on setup with direct coordination with banks.
• Strategic Reviews — Quarterly performance briefs with insights from our analysts.
• Custom APIs & Exports — Connect your CRM, accounting system, or audit tools.
• Dedicated Account Team — One team assigned to serve, monitor, and support you.
Ideal for complex operations that require precision, compliance, and premium service—on your terms.
Find the Right Plan
All You Need to Know
Wealthis is a modern digital finance platform that helps individuals and businesses manage money, send payments, and automate everyday financial tasks—all from a single dashboard.
No, Wealthis is a financial technology company. We partner with regulated banks and licensed payment providers to ensure your funds are secure and compliant.
Absolutely. You can register your business and invite team members to collaborate with customizable permissions and shared access.
No credit check is required to open a personal or business account. You’ll just need to verify your identity and provide basic information.
We currently support users in over 40 countries globally, and we’re working to expand even further.
Yes. You can instantly generate virtual cards, and request physical cards shipped to your address—with full control via your dashboard.
Most payments are processed instantly or within minutes, depending on the destination and method. International transfers may take 1–2 business days.
