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.
Manage Wealth with Intelligence
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.
DrapCode is an easy-to-use no-code platform with a drag-and-drop interface, making it accessible for non-developers. The support team is highly responsive and dedicated to user success.
Joseph Young
President - Renew Hope And Healing
We partnered with DrapCode to develop our new Automated CRM using their low-code platform. Outstanding quality at half the price, unmatched speed, and excellent customer service.
Cal Goggans
Founder - A Custom Fit iNMotion
DrapCode stands out as the best. Flexible, scalable, and supported by an expert team. After 3 years on another tool, DrapCode is simply superior.
Cory Nation
President - Embark EMR
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
Design Portal- Add Integrations
- Define Access
- Deploy Securely
Design Portal
Choose components for the dashboard, risk profiling, portfolio visualization, and client communication tools.
Add Integrations
Connect APIs for payment processors, custodians, or market data to fetch and display real-time values.
Define Access
Set permission levels for clients, analysts, and support teams using DrapCode’s access control engine.
Deploy Securely
Go live on the web or mobile, backed by encrypted storage, multi-factor login, and audit-ready logs.
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.
Frequently Asked Questions
What is a wealth management portal?
Can I integrate custodians and market data feeds?
Is it suitable for independent wealth advisors?
Can I create white-labeled client portals?
How secure is the platform for financial data?
Start Building Your Wealth Management Portal
Launch your next-generation digital wealth management platform with DrapCode—no-code, secure, and fully customizable.