Wavvest 2026: Benefits, Features & Pricing

Wavvest is a platform designed for registered investment advisors, offering tools for wealth management and client service. It provides features such as a financial planning engine that allows the creation of dynamic plans using natural language and co-brandable client portals for web and mobile access. The platform includes an AI-powered note taker that converts meeting discussions into financial plans, portfolio accounting for tracking accounts across multiple custodians, and secure file sharing with document analysis capabilities.

The system also supports trading, rebalancing, and money movements through its back-office functionality. Advisors can choose components that align with practice needs, using the platform as standalone software or as a complete operating system. Customizable client-facing interfaces allow advisors to maintain branding while utilizing the platform's technological tools.