Enterprise-Grade After Tax Performance Reporting, Built for custodians and superannuation funds.
WealthSweet simplifies pre & post tax performance reporting across accounts, portfolios and investors. So you can focus on growing client relationships
Proven in Practice: Already trusted by UK platforms and multiple family offices
Cut the Admin: Eliminate manual reporting across thousands of accounts - Reduce costs, free operations teams and streamline oversight
Built for Custodians & Superannuation Funds: Enterprise-ready Money & Time Weighted returns, with FX, Fees and After Tax Performance and Analytics
Book a Demo
Reserve a 30-minute demo and see how WealthSweet can support enterprise-level reporting.
Still buried in spreadsheets and manual reporting?
Most superannuation funds and custodians lose 10+ hours a week per team on manual reporting and reconciliation.
WealthSweet automates complex pre and post tax performance reporting so you can:
Reduce operational overhead – Free your teams from repetitive admin
Increase accurate & consistency – avoid errors across thousands of accounts
Scale efficiently – deliver institutional-grade reporting without adding headcount.
“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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