✨ Wealth Stack for Partners
Supercharge your MFD Practice.
Get enterprise-grade portfolio forensics, automated fee leak analysis, and a white-labeled client portal—all designed to help you win and retain high-net-worth clients.
Built for growth-focused MFDs
Everything you need to analyze portfolios and impress prospects.
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X-Ray Analytics
Deep dive into client portfolios. Identify overlapping funds, poor performers, and exact fee leaks instantly.
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White-Labeled Portal
Your own branded client portal. Clients log in to see their dashboard with your logo and brand colors.
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Actionable Insights
Generate beautifully formatted forensic reports that prove your value to prospects in minutes.