Everything you need to manage shared finances securely.
See each client's full financial picture: bank accounts, brokerage holdings, crypto wallets, real estate, precious metals, liabilities, and net worth — all in one place.
Switch between client accounts instantly from the header dropdown. Access multiple client portfolios without logging out or managing separate logins.
Ask the AI assistant about client spending patterns, portfolio allocation, and financial trends. Get instant answers about any client's financial data.
Track how client net worth evolves over time. View historical trends, asset allocation changes, and month-over-month growth with visual charts.
Clients with international assets? No problem. Track holdings in AED, USD, EUR, GBP, and 20+ currencies with real-time conversion and unified reporting.
Automatic connections to UAE banks (Emirates NBD, ADCB, FAB), US/Canadian banks via Plaid, crypto exchanges (Binance, Coinbase), and brokerage accounts via SnapTrade.
Clients decide your permission level — view-only to monitor, or edit access to manage on their behalf. They can revoke access at any time.
Review client income and expenses with auto-categorized transactions. Spot spending anomalies, identify recurring charges, and understand cash flow patterns.
Access mortgage, retirement, FIRE, zakat, gratuity, and other calculators to model scenarios for client financial planning conversations.
Your client opens Wealthi AI Settings → Shared Access and enters your email. They select the 'Wealth Manager' role and choose your permission level.
You receive an email invitation, sign up for your own Wealthi AI account (free), and accept the invitation to link your account with your client's.
Use the account switcher in the header to move between client accounts and your own. See each client's full financial picture in real time.
Wealthi AI provides a modern client portal where your clients invite you to view their complete financial picture. Unlike traditional portals that require manual data entry, Wealthi AI connects to 10,000+ banks, brokerages, and crypto wallets automatically — giving you real-time visibility into client portfolios, net worth, spending, and investments.
Yes. Each client invites you separately, and you can switch between client accounts instantly using the account switcher in the dashboard header. There's no limit to how many client invitations you can accept, though each client can share with up to 5 people total.
Your client chooses your permission level: view-only (you can see all data but cannot make changes) or edit (you can add accounts, categorize transactions, and manage data on their behalf). The 'Wealth Manager' role label helps clients identify your relationship in their access list.
Wealthi AI uses bank-grade AES-256 encryption, supports multi-factor authentication, and all data access is fully audited. Client data is never shared through credentials — each user has their own authenticated session. The platform is designed with financial services security standards in mind.
Yes, clients retain full control. They can revoke your access at any time from their Settings → Shared Access page. Revocation takes effect within 60 seconds, and you'll be switched back to your own account automatically.