Plans from one conversation
Capture a planning conversation once and produce a branded retirement and estate plan your client can read.
For professionals & firms
A free CRM, with AI planning you switch on when you need it
Unlimited clients and prospects at no cost, no per-seat charges, and Vista AI retirement and estate planning as a flat monthly add-on. Built for financial planners, wealth managers, tax preparers, estate lawyers and insurance brokers.
Wealth Vista is software, not a fiduciary. You remain responsible for the advice, plans and recommendations delivered to your clients.
Built for the whole desk
Retirement and estate questions rarely stop at one profession. Wealth Vista works for everyone at the table.
- Financial planners
- Wealth managers
- Tax preparers
- Estate lawyers
- Insurance brokers
- Multi-professional firms
- Banks & credit unions
Scale, not admin
Everything below exists so you spend your time advising, not assembling spreadsheets and chasing paperwork.
Scenario automation
Re-run income, tax and estate scenarios across your whole book instead of rebuilding a spreadsheet per client.
Branded deliverables
Plans, checklists and estate summaries carrying your firm's name, not ours.
Client seats, not licences
Invite clients into their own portal. You see the plan, they see the progress.
Vista AI recommendations
Vista reviews your book daily and surfaces follow-ups, gaps and next best actions per client.
Compliance guardrails
KYC items, review cadences and disclosure trails tracked per household, so nothing slips.
Inside the professional portal
Real screens from the Wealth Vista professional portal — the workspace your practice runs on every day.
Your practice at a glance
A dashboard built around your book of business
Total AUM, active prospects, pipeline value and open tasks the moment you sign in. Quick actions let you add a prospect, invite a client, schedule a review or open a document in one click — and Vista AI lists the recommendations that matter today.
- AUM, pipeline and task metrics per book
- One-click prospect, invite and scheduling actions
- Vista AI daily recommendations panel
Client 360
Every client, summarized by AI before you pick up the phone
Open any household and Vista gives you a relationship summary, sentiment, next best actions and watch-outs — drawn from meetings, messages, documents and portfolio data. KYC, notes, statements and recommendations live in one record.
- AI relationship summary with sentiment
- Next best actions and watch-outs per client
- KYC, documents, notes and history in one record
Model portfolios
Research, build and assign model portfolios
Build model portfolios, propose them to clients and track drift against what they actually hold. Assignments only take effect once the client accepts the proposal in their portal — advice and monitoring, with a clean audit trail.
- Model portfolios with tier and risk bands
- Client proposals accepted in their own portal
- Drift tracking against actual holdings
From conversation to delivered plan
Have the conversation
Run your normal discovery meeting. Capture goals, income, accounts and family details once.
Vista builds the plan
Retirement readiness, tax scenarios and estate gaps are computed and explained in plain language.
Deliver it branded
Send a polished plan, checklist or estate summary with your firm's name and branding.
Monitor the whole book
Vista watches every household and tells you who needs a review, a rebalance or a follow-up.
Clear boundaries your compliance team will like
Wealth Vista does
- Hold the plan of record: targets, allocations and client records
- Generate order sets you upload to your broker or platform
- Refresh holdings from client feeds and statements
- Produce client statements, reviews and AI planning output
Wealth Vista does not
- Place trades or route orders to an exchange
- Hold custody of client money or securities
- Move cash between accounts
- Replace your broker, RTA or compliance system of record
Questions professionals ask
What does the free plan for professionals include?
The CRM is free with unlimited clients and prospects and no per-seat charges. You only pay if you switch on an AI add-on.
How is professional pricing structured?
A free CRM tier, then a flat monthly AI add-on ladder: $0, $49, $129 or $299 a month (₹0, ₹3,999, ₹9,999 or ₹24,999 in India). There is no charge per household and no charge per seat.
How does the referral commission work?
You earn 20% lifetime recurring commission on the subscription of every client you bring to Wealth Vista, for as long as that subscription stays active.
Do my clients need their own accounts?
Yes — clients get their own portal where they see their plan, progress and documents. You keep the professional view across your whole book.
Are the wills produced by Wealth Vista legal documents?
No. Wealth Vista produces will drafts prepared for professional review. Legal review, execution and jurisdiction-specific validity remain the responsibility of a qualified professional.
Does Wealth Vista place trades or hold client money?
No. Wealth Vista is advice and monitoring software. It does not place trades, hold custody, or move cash — you remain responsible for advice and execution.
Free CRM, flat AI add-ons
The CRM is free with unlimited clients and prospects, and there are no per-seat charges. Vista AI is a flat monthly add-on you choose:
- Starter$0 / month
- AI Essentials$49 / month
- AI Pro$129 / month
- AI Firm$299 / month
Plus 20% lifetime recurring commission on the subscription of every client you bring to Wealth Vista, for as long as it stays active.
Earn on referrals instead
If you would rather refer clients than run plans yourself, the Affiliate Partner program pays 20% lifetime recurring commission on every referral that subscribes.
See the affiliate programWealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.