What Makes Us Smart
We don’t just show you numbers—we help you understand them. From linking your bank accounts and investment portfolios to adding real estate, collectibles, and private funds, WealthHub paints a full picture of your net worth. Our intelligent system refreshes your asset values with current market trends and keeps your tax obligations in check, no matter where you live or invest.
Whether you’re an individual, a family office, or a global citizen, WealthHub adapts to your needs with customizable dashboards, a secure interface, and tools to help you make smarter financial decisions every day.
Ready to see what smart really means?
Explore our powerful features below.
WealthHub Feature Highlights
For Tax Preparer
Tax season doesn’t have to mean long hours and manual data collection. The WealthHub Tax Preparer Module is built specifically for accounting professionals and firms who need a smarter, faster way to prepare tax returns and compliance reports.
By securely connecting to your clients’ WealthHub accounts, you get instant access to verified asset data, income breakdowns, and supporting documents—all organized and up to date. No more chasing statements, cross-referencing spreadsheets, or sorting through piles of paperwork.
The result?
Fewer bottlenecks, cleaner data, and faster turnaround times. You’ll be able to complete filings ahead of deadlines, optimize for refunds, and deliver a seamless experience for your clients—while saving your team valuable time and resources.
