Wealth Watcher is a white-label portfolio monitoring, reporting, and compliance intelligence platform built for wealth managers, asset managers, family offices, and regulated financial advisors.
The platform enables firms to deliver branded, regulatory-grade portfolio and risk reporting to their clients without building or maintaining their own technology stack. Wealth Watcher sits on top of existing custodians, portfolio management systems, and data providers, transforming fragmented financial data into clear, compliant, and client-ready digital experiences.
By combining data normalisation, risk analytics, and regulatory-aligned reporting with full branding and multi-language support, Wealth Watcher allows investment firms to offer a professional, compliant client portal under their own identity — strengthening governance, transparency, and client trust.
White-Label Client Platform Fully branded portals for firms and advisors, with multi-tenant support across teams and client segments.
Regulatory-Grade Portfolio & Risk Reporting Consolidated portfolio, performance, and risk reporting aligned with regulatory and governance standards.
Data & Narrative Intelligence Automated data validation, analytics, and AI-driven explanations to support client communication and compliance oversight.
Multi-Custodian & Asset Class Support Aggregates data across banks, brokers, funds, and alternative assets into a single compliant view.
Client & Advisor Segmentation Role-based access for advisors, portfolio owners, and internal teams, supporting governance and audit requirements.
Secure Distribution & Audit Trails Controlled report delivery, access logging, and data lineage to meet regulatory and audit expectations.
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The StudyAML Directory is designed to help compliance professionals discover, assess, and compare regulatory and financial technology solutions. If this provider aligns with your organization’s needs, reach out directly to learn more about their capabilities, deployment options, and how they support regulated institutions.
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