Insights that Delight
For Financial Advisers & Platforms: Wealth tools that demonstrate the value of advice and drive client engagement.
Flexible reporting date ranges
Report on one or many portfolios
Compare performance to benchmarks
See Money Weighted and Time Weighted returns
Performance solutions for financial advisers & platforms
There's no need to sugar coat it... Integrated insights improves the advice that clients receive
Flexible date ranges to help you visualise the historical performance of the portfolios you manage
Highlight the key assets across multiple accounts that contribute to overall portfolio performance
Compare results to industry benchmarks and across multiple currencies
From visualisation to detailed analysis
WealthSweet enhances every aspect of your performance reporting.
Visualise portfolio performance in seconds
Chart portfolio balances across selected periods, with inflows and outflows overlaid, and compare to one or more benchmarks. It also includes cumulative performance and identification of best and worst performers within portfolios.
Sweet summaries to simplify complex financial data
Summarise money and time-weighted returns over a selected period, standard prior periods and since inception. Further break down Time Weighted returns into Capital, Income, and FX components, offering annualised returns for periods exceeding 12 months.
Unlock powerful insights
Unlock detailed asset attribution of Time Weighted returns, categorising performance into capital, income, and FX components. This level of detail is available per account or across all accounts.
Export
Generate formatted PDF documents and audit calculation spreadsheets.
API Library
Access our calculation engine without the user interface or for bulk reporting.
Cloud-based, secure, and ISO27001 Certified – Trust WealthSweet for all your reporting needs
Zero-knowledge architecture
You control access to all your information. Not even we can access that data!
ISO 27001 certification
HeirWealth is certified against ISO27001, known globally as the gold standard for information security management systems.
24/7 security monitoring
Take comfort knowing your data is secured by encryption at rest and all API and web traffic is encrypted in transit.
Seamlessly integrate WealthSweet into your advisory platform
