Insights that Delight
For the Advanced Financial Professional: Powerful wealth tools that simplify reporting and uncover performance insights so you can focus on what matters most.
Flexible reporting date ranges
Report on one or many portfolios
Compare performance to benchmarks
See Money Weighted and Time Weighted returns
Simplified performance reporting — for every investor, across every account
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. Cumulative performance and identification of best and worst contributors 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 White-labelled PDF documents and audit calculation spreadsheets.
API Library
Access our calculation engine without the user interface or for bulk reporting.
Cloud-based and ISO27001 certified, WealthSweet delivers secure, compliant reporting you can trust
Zero-knowledge architecture
You control access to all your information. Not even we can access that data
ISO 27001 certification
We are 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.
Seamless Integrations
WealthSweet ingests EPI 4.3 data feeds and builds direct integrations with the platforms you already use. That means your reporting is always accurate, up to date, and ready when you are - without double handing or messy exports
Direct platform connectivity – smooth integration with custodians and investment platforms
EPI 4.3 ready – compliant and scalable data ingestion
Flexible architecture – tailored integrations for the systems your firm relies on