FAQs
Answers to the questions that matter most.
Answers to the questions that matter most.
Answers to the questions that matter most.
Answers to the questions that matter most.
What to know as you explore WealthStream for your firm.
What to know as you explore WealthStream for your firm.
What to know as you explore WealthStream for your firm.
What to know as you explore WealthStream for your firm.
What to know as you explore WealthStream for your firm.
Popular questions
Popular questions
Popular questions
Popular questions
Popular questions
High-level answers to the questions we hear most.
High-level answers to the questions we hear most.
High-level answers to the questions we hear most.
High-level answers to the questions we hear most.
High-level answers to the questions we hear most.
What is WealthStream?
What is WealthStream?
WealthStream is advice intelligence that builds better advisors, helping wealth management firms make their best thinking available in every client conversation.
WealthStream is advice intelligence that builds better advisors, helping wealth management firms make their best thinking available in every client conversation.
WealthStream is advice intelligence that builds better advisors, helping wealth management firms make their best thinking available in every client conversation.
WealthStream is advice intelligence that builds better advisors, helping wealth management firms make their best thinking available in every client conversation.
WealthStream is advice intelligence that builds better advisors, helping wealth management firms make their best thinking available in every client conversation.
Will WealthStream replace our advisors?
Will WealthStream replace our advisors?
No. WealthStream is decision support, not automation: it surfaces reasoning and recommendations, and the advisor reviews and decides every time.
No. WealthStream is decision support, not automation: it surfaces reasoning and recommendations, and the advisor reviews and decides every time.
No. WealthStream is decision support, not automation: it surfaces reasoning and recommendations, and the advisor reviews and decides every time.
No. WealthStream is decision support, not automation: it surfaces reasoning and recommendations, and the advisor reviews and decides every time.
No. WealthStream is decision support, not automation: it surfaces reasoning and recommendations, and the advisor reviews and decides every time.
How is WealthStream different from generic AI tools?
How is WealthStream different from generic AI tools?
Generic AI tools respond to prompts, while WealthStream is purpose-built for advisor decision support with structured client context, firm-specific guidance, and maintained guardrails.
Generic AI tools respond to prompts, while WealthStream is purpose-built for advisor decision support with structured client context, firm-specific guidance, and maintained guardrails.
Generic AI tools respond to prompts, while WealthStream is purpose-built for advisor decision support with structured client context, firm-specific guidance, and maintained guardrails.
Generic AI tools respond to prompts, while WealthStream is purpose-built for advisor decision support with structured client context, firm-specific guidance, and maintained guardrails.
Generic AI tools respond to prompts, while WealthStream is purpose-built for advisor decision support with structured client context, firm-specific guidance, and maintained guardrails.
How does WealthStream protect our data?
How does WealthStream protect our data?
WealthStream runs on enterprise-grade AWS infrastructure with firm-level data isolation, encryption, and audit logging, and a SOC 2 examination is underway.
WealthStream runs on enterprise-grade AWS infrastructure with firm-level data isolation, encryption, and audit logging, and a SOC 2 examination is underway.
WealthStream runs on enterprise-grade AWS infrastructure with firm-level data isolation, encryption, and audit logging, and a SOC 2 examination is underway.
WealthStream runs on enterprise-grade AWS infrastructure with firm-level data isolation, encryption, and audit logging, and a SOC 2 examination is underway.
WealthStream runs on enterprise-grade AWS infrastructure with firm-level data isolation, encryption, and audit logging, and a SOC 2 examination is underway.
How long does it take to see value?
Advisors feel the benefit in live client work almost immediately, while firm-level value builds over the months that follow.
Advisors feel the benefit in live client work almost immediately, while firm-level value builds over the months that follow.
Advisors feel the benefit in live client work almost immediately, while firm-level value builds over the months that follow.
Advisors feel the benefit in live client work almost immediately, while firm-level value builds over the months that follow.
Advisors feel the benefit in live client work almost immediately, while firm-level value builds over the months that follow.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
Al should elevate human judgment, not replace it. We built WealthStream to do exactly that.
All questions
All questions
All questions
All questions
Product Fit
Product Fit
Understanding the platform and how it fits your firm.
Understanding the platform and how it fits your firm.
Understanding the platform and how it fits your firm.
Understanding the platform and how it fits your firm.
Understanding the platform and how it fits your firm.
WealthStream is built for wealth management firms, the RIAs and RIA aggregators that care about the quality and consistency of the advice their clients receive. Inside a firm it serves everyone, from leaders scaling their advice philosophy to newer advisors building expertise faster.
Planning tools and CRMs store, calculate, and summarize, while WealthStream reasons across the client's full situation and weighs the tradeoffs. It does not replace those systems, it sits above them and improves the decisions advisors make inside all of them.
The quality of advice inside most firms is uneven, because the best judgment is trapped in too few people. WealthStream closes that advice quality gap by making the firm's best thinking available to every advisor, in every client conversation.
Al & Control
Al & Control
How Al is used and how advisors stay in control.
How Al is used and how advisors stay in control.
How Al is used and how advisors stay in control.
How Al is used and how advisors stay in control.
How Al is used and how advisors stay in control.
Yes. Every recommendation shows why it was surfaced, which client signals triggered it, and which archetype it reflects, so advisors can review it, explain it to clients, and stand behind it in compliance review.
Every recommendation arrives with its reasoning, tradeoffs, and alternatives, and the advisor decides what to shortlist, adjust, or set aside. Nothing is automated, and approved recommendations become tracked action items with an owner and a due date.
WealthStream runs on three intelligence layers: Deep Planning Knowledge across 11 planning domains, Adaptive Client Intelligence across 60+ client archetypes, and Firm Philosophies that encode your firm's strategies and standards. Together they surface a short set of high-quality recommendations the advisor reviews and acts on.
Advice Quality & Firm Impact
Advice Quality & Firm Impact
How WealthStream raises the
standard of advice across your firm.
How WealthStream raises the standard of advice across your firm.
How WealthStream raises the
standard of advice across your firm.
How WealthStream raises the
standard of advice across your firm.
How WealthStream raises the
standard of advice across your firm.
Firm Philosophies encodes your firm's preferred strategies, risk posture, and standards of care, so recommendations reflect how your firm actually thinks regardless of who is in the room. The result is a more consistent client experience across teams and tenure.
It helps firms prepare the next generation before a transition becomes urgent, since advisors develop faster and relationships hand off with greater consistency. The firm's planning philosophy and decision patterns are preserved in the platform, not trapped in a few individuals.
WealthStream embeds the reasoning behind great decisions directly into the workflow, so newer advisors don't just get better recommendations, they see how those recommendations are reached. Over time they recognize patterns earlier and build instincts that usually take years to develop.
Data & Security
Data & Security
How we protect your data
and maintain trust.
How we protect your data and maintain trust.
How we protect your data
and maintain trust.
How we protect your data
and maintain trust.
How we protect your data
and maintain trust.
Recommendations are evaluated against current planning rules, limits, and relevant regulatory frameworks, with a dedicated Compliance Agent checking each one for client suitability. Firms can align the platform to their own standards of care and guardrails.
WealthStream uses encryption, role-based access, and audit logging across the platform, and a SOC 2 examination is currently underway. We are glad to walk your security and compliance team through the details directly.
WealthStream runs on AWS infrastructure with firm-level data isolation, so each firm's data is logically separated, with role-based access control throughout. Data is encrypted both in transit and at rest.
Implementation
Implementation
From onboarding to
going live.
From onboarding to going live.
From onboarding to
going live.
From onboarding to
going live.
From onboarding to
going live.
Before rollout, your firm's preferred strategies, risk posture, communication style, and standards of care are encoded into the platform as Firm Philosophies. From then on, every recommendation passes through your firm's lens rather than a generic one.
WealthStream is configured to your firm's planning philosophy and standards of care, integrated with your existing systems, and put to work on real client situations from there. Our team partners closely with each firm through configuration, integration, and adoption.
No. WealthStream sits above your existing stack and reads from the systems your advisors already use through one-way ingestion, so advisors never change how they work or learn a new system.
Evaluation
Evaluation
How to evaluate fit
and move forward.
How to evaluate fit and move forward.
How to evaluate fit
and move forward.
How to evaluate fit
and move forward.
How to evaluate fit
and move forward.
The strongest evaluations include a firm leader who can speak to advice philosophy, one or two advisors who will use the platform day to day, and whoever owns technology or compliance decisions. WealthStream works best when the people who shape the firm's standards are in the room.
To configure WealthStream, we work from your firm's planning philosophy and standards of care, along with access to the client systems your advisors already use. Our team guides you through exactly what is needed at each step.
Yes. Most firms begin through a design partnership or structured pilot, which lets you validate fit and value on real client situations before a full rollout.
Still have questions?
Still have questions?
Still have questions?
Still have questions?
Still have questions?
Still have questions?
We would rather have a real conversation than send you a brochure. Reach out to our team to talk through how WealthStream would fit your firm, your philosophy, and the advisors you are building.
We would rather have a real conversation than send you a brochure. Reach out to our team to talk through how WealthStream would fit your firm, your philosophy, and the advisors you are building.
We would rather have a real conversation than send you a brochure. Reach out to our team to talk through how WealthStream would fit your firm, your philosophy, and the advisors you are building.
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© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.
© 2026 WealthStream. All rights reserved.