Can I customize dashboards for different types of investors?

Yes, you can design personalized dashboards showing portfolio summaries, goal progress, and real-time performance tailored to each investor’s profile.

How can I ensure secure communication between clients and advisors?

By implementing encrypted messaging features, clients and advisors can exchange sensitive information securely within the platform, with all conversations logged and auditable.

Is it possible to offer a white-labeled Wealth Management Portal?

Absolutely. You can create a branded <a href="https://drapcode.com/financial-services/wealth-management-portal">Wealth Management Portal</a> with custom interfaces, portfolio tracking, and role-based access—delivering a unified, secure experience for your clients.

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Build a Digital Wealth Management Portal

Create secure, scalable wealth management software tailored for modern advisors, investors, and financial institutions using DrapCode’s no-code visual builder.

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Manage Wealth with Intelligence

Today’s investors expect real-time access, personalized dashboards, and seamless communication with their wealth managers. With a custom-built wealth management platform, you can deliver all of this—securely and efficiently—without complex development cycles.

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Custom Portals for Clients and Advisors

DrapCode allows you to build feature-rich wealth management client portal software, supporting portfolio overviews, performance tracking, risk assessments, and integrated communication tools—all while staying compliant and modular.

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Key Features of Wealth Management Portal

Portfolio Tracker

Visualize investment breakdowns, real-time NAVs, and allocation strategies with custom charting dashboards.

Client Onboarding

Digitize onboarding with custom KYC workflows, risk profiling, and integrated document uploads.

Performance Reports

Auto-generate reports with gains, ROI, and time-weighted returns across all asset classes.

Goal Planning

Help clients plan retirement, education, or property goals with forecasting tools and calculators.

Advisor Access

Enable multi-tier access for wealth advisors, analysts, and admin staff with role-based controls.

Secure Messaging

Facilitate encrypted advisor-client communication directly within the platform, with history tracking.

We've been using DrapCode for the past year to host our fintechs web application, and what's been most impressive is the number of plugins and customizable options available right out of the box. As a tech founder, the flexibility of the platform to meet my specific needs is crucial and the team at DrapCode has delivered on that front and made the process seamless and user-friendly.

Aviv Baron

Founder - Direct Payment Group | USA

Drapcode is an amazing tool to build custom SAAS or internal web app without writing code. Porting over an ASP.net project to Drapcode was easier than I thought. With all the tools I needed in one platform, it allowed me to create a working version within a few weeks, almost 2 months ahead of schedule! But the best feature of all is customer support. Their insights, directions, and super videos on YouTube has made my development journey much easier

Jay Paul

President - Uptrend Motion | USA

Our benefits

Why Build with DrapCode

No-Code Scalability

From startups to financial institutions, scale your digital wealth management platform without technical debt.

Fast API Integrations

Connect with market data feeds, custodians, CRMs, and payment platforms using built-in API connectors.

White-Labeled Portals

Offer your own brand identity with fully customizable interfaces and client experiences.

Compliant Architecture

Ensure financial data security through audit trails, encryption, and industry-aligned access controls.

Real-World Use Cases

Integrated Digital Wallet Access

Allow users to view, transfer, and manage wealth directly using their PayPal Integration-linked assets or stored funds.

Investment Contributions Tracking

Enable clients to fund portfolios using Stripe Integration and automatically log transaction history for reporting purposes.

Mobile Wealth Engagement

Leverage Orange Money Integration to support mobile-based investment summaries and financial literacy content for users on the go.

Build in 4 Simple Stages

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Step - 1

Design Portal

Choose components for the dashboard, risk profiling, portfolio visualization, and client communication tools.

Step - 2

Add Integrations

Connect APIs for payment processors, custodians, or market data to fetch and display real-time values.

Step - 3

Define Access

Set permission levels for clients, analysts, and support teams using DrapCode’s access control engine.

Step - 4

Deploy Securely

Go live on the web or mobile, backed by encrypted storage, multi-factor login, and audit-ready logs.

Easy Planing

Go Beyond Wealth Dashboards

With DrapCode, extend your portal to offer more than tracking—enable tax reporting, estate planning tools, or integrate with your Personal Finance Management Platform to centralize user financial behavior.

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Scale Across Financial Services

DrapCode’s modular system allows you to expand your offerings into Investment & Robo-Advisory Platforms or Insurance Portals, giving users one place to manage all their wealth-related data and services.

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FAQ's

Start Building Your Wealth Management Portal

Launch your next-generation digital wealth management platform with DrapCode—no-code, secure, and fully customizable.

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