Client dashboard
Reports in one place.
Wealth manager client dashboards & reporting portals
Wealth managers: one place for every client report. Dashboards, documents and meetings.
Reports emailed as PDFs, meeting packs assembled by hand and documents scattered. We build client portals for wealth managers.
Looking for a wealth management client portal?
High-value clients expect a polished experience. We build portals with reports, documents, meeting scheduling and secure messages.
Wollopit builds calculators, client portals, application flows and websites for wealth managers around how your business actually works. We connect the systems you already use, replace the ones holding you back and look after the lot on our own servers, so your clients get answers faster and your team spends less time chasing paperwork.
01The problems
What we hear from wealth managers
Does your wealth management firm have these problems? Here's how we'd fix them.
Most wealth managers we talk to are drowning in document chasing, re-keyed forms and clients asking for updates by phone.
- The problemReports as PDFsEmailed and lost.How we fix itReports in a portal.
- The problemMeeting packsAssembled by hand.How we fix itPacks generated.
- The problemDocuments scatteredHard to find.How we fix itDocument vault.
- The problemSchedulingBack and forth.How we fix itMeeting booking.
- The problemSecure messagingEmail risks.How we fix itSecure messages.
- The problemFamily membersAccess complicated.How we fix itFamily access controls.
02What we build
Solutions
What we build for wealth managers. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
Meeting packs
Prepared automatically.
Document vault
Secure storage.
Meeting booking
Self-scheduled.
Secure messaging
Encrypted.
Family access
Controlled sharing.
03How it changes
Before and after
A quarterly review, wolloped.
Here's how a typical day could change. Every business is different, so we map yours first.
Before
- Report emailed
- Pack assembled
- Meeting by email
- Documents lost
After
- Report in portal
- Pack generated
- Meeting booked
- Vault organised
04Services
Everything under one roof
Software, websites and systems for wealth managers.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for wealth managers
Built around how your wealth management firm actually runs: client dashboard, meeting packs and the admin in between, in one system you own.
Websites for wealth managers
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Wealth management firm system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for wealth managers
Document vault and meeting booking: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your wealth management firm, looked after by the people who built it.
05Integrations
Connections
Plays nicely with what you already use.
We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.
- Xero
- MYOB
- Microsoft 365
- Google Workspace
- DocuSign
- HubSpot
- Salesforce
- Calendly
- Stripe
- Zoom
06How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your wealth management firm: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.
- 02
Archi-tech
We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
07Questions
FAQ
Things wealth managers ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can it pull data from our platform providers?
Where providers offer exports or APIs we can bring data in. We'll check your providers first.
How much does it cost?
It depends on what you need, so we quote up front once we understand your wealth management firm. No surprise invoices, no lock-in and you own what we build.
Can it connect to our CRM and aggregator tools?
Usually, yes. We connect to the systems you rely on and fill in what they can't do. If something should go we'll explain why before anything changes.
Is client data kept secure?
Yes. Encrypted connections, restricted access and Australian-managed servers, following the Australian Privacy Principles. We only collect what's actually needed.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most wealth managers we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a wealth management firm problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.