Spend More Time Advising, Less Time Reporting
WealthSweet simplifies performance reporting across accounts, portfolios and investors – So you can focus on building relationships and delivering advice
Proven in Practice: Already trusted by multiple UK platforms and family offices
Cut the Admin: Eliminate manual reporting, save hours and focus on high-value client conversations
Built for Financial Professionals: Accurate Money & Time Weighted returns, with FX, Fees and Muit-platform integrations
Book a Demo
Reserve your 30 demo and free your team from manual reporting.
Still buried in spreadsheets and manual reporting?
You’re not alone. Most firms waste 10+ hours a week preparing client reports.
WealthSweet frees you from admin so you can:
Spend more time with clients
Strengthen relationships
Grow your business — without extra overhead
“Allows our advisers to access market leading portfolio reporting tool that offers Money & Time Weighted performance calculations, benchmarking and charting and attribution of performance. This allows us to differentiate by adopting innovative and sophisticated micro-services“ – Nick Raine, Söderberg & Partners Wealth UK
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