About |
Founded exclusively to serve ultra-high net worth families and their trusted advisors, including private banks and family offices, WealthTouch delivers greater financial clarity, control and peace of mind through its suite of consolidated reporting solutions. The company aggregates and reconciles complex, multi-faceted financial data from thousands of different sources and transforms it into clear, concise, highly accurate reporting, which provides advisors and clients a powerful decision-making tool and true portfolio intelligence. Established in 2001, WealthTouch reports across all asset classes, custodians and currencies to create an unbiased and independent view of a family’s complete wealth picture. WealthTouch’s secure, web-based reporting platform provides multi-period, on-demand performance and transactional reporting that is elegant and easy to understand.