Why Elite Wealth Solutions?

Be unique with customized client reporting. Let us help you to consolidate your data. Become part of an integrated financial planning world.

What is Elite Wealth solutions?

Sophisticated easy to use Financial Planning software - Client Management - Financial Planning Tools - Document Storage and Workflow - Consolidated Client Reporting - Management Information.

Build a relationship with your software provider!

At Elite Wealth we provide a service using our software, our relationship with you the advisor is as important as your relationship with your clients.


Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules. Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.

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