Give your clients institutional-grade portfolio automation under your brand. Built for financial advisors, RIAs, and fintech startups who want to offer AI-powered investing without building it from scratch.
From license to live platform in under 30 days. We handle the complexity so you can focus on clients.
White-label our algorithmic trading infrastructure. One licensing agreement and you have full access to a production-grade system already in operation.
Your logo, your colors, your domain. We configure a custom CNAME and apply your branding throughout the platform. Clients never see WealthSignal.
Add unlimited client accounts and watch your revenue scale with assets under management. One dashboard to manage every portfolio across your entire firm.
A full white-label stack — technology, compliance infrastructure, and enterprise support — under a single monthly license.
Complete portfolio automation engine with algorithmic managed strategies, rebalancing logic, and performance analytics. Everything live from day one.
Apply your logo, color palette, and typography. Host on your own domain via CNAME. Your clients see your brand — always.
Full REST API for programmatic control — create accounts, trigger rebalances, pull performance data, and integrate with your existing CRM or client portal.
Manage unlimited client portfolios from a single advisor dashboard. Set individual risk profiles, monitor allocations, and review performance across all accounts at once.
Generate polished performance reports with your firm's logo and colors. Monthly, quarterly, or on-demand. PDF-ready for client delivery.
KYC/AML infrastructure, audit trail logging, and data processing agreements included. Architecture documentation and SOC 2 summary available on request.
Dedicated Slack channel with your implementation team. SLA guarantees for critical issues. You're never left waiting in a generic support queue.
Import entire client lists via CSV, configure batch account setups, and apply portfolio templates across multiple accounts simultaneously.
Most firms underestimate what it takes to build and maintain an algorithmic trading platform from scratch.
| Feature |
White-Label License
|
Build In-House |
|---|---|---|
| Time to Market | 30 days | 12–18 months |
| Algorithm Development | Included | $500K – $2M |
| Regulatory Compliance | Included | $100K – $300K/yr |
| Infrastructure & Hosting | Included | $50K – $150K/yr |
| Ongoing Maintenance | Included | 2–5 FTEs required |
| Custom Branding | Full control | N/A (you own it) |
| Uptime SLA | 99.9% guaranteed | Your responsibility |
| Launch Risk | Near zero | High — scope creep, delays |
No revenue share. No percentage of AUM. A flat monthly license so your business model stays yours.
Whether you manage $10M or $1B, WealthSignal's white-label engine fits the way your firm already operates.
Scale your practice without hiring engineers. Automate portfolio management for every client without adding operational headcount. Spend more time advising, less time managing spreadsheets.
Launch an investment product in weeks, not years. Focus on your niche — tax optimization, ESG investing, retirement planning — and let WealthSignal handle the trading engine underneath.
Institutional-grade automation for high-net-worth clients. Fully branded, compliance-ready, and managed by your team from a single dashboard. Sophisticated enough for multi-generational wealth.
Everything you need to know before booking a demo.
We'll walk you through a custom demo tailored to your firm's size, client base, and use case. No generic slides — just a working platform with your questions answered in real time.
We'll reach out within 24 hours to schedule your live walkthrough. Check your inbox — including spam — for our confirmation.