Modern Wealth Infrastructure & Intelligent Management. Delivered as a
From streamlined onboarding to optimized portfolio execution with advanced algorithms — all in one platform.
Comprehensive Infrastructure & Algorithmic Management for Investment Firms
Key benefits, from core infrastructure to intelligent asset allocation, to launch or modernize your advisory business.
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Unlimited AUM and clients.
- ✓Everything in Pro
- ✓Full customization (onboarding, allocation, instruments, corporate actions etc.)
- ✓Advanced instruments support
- ✓CRM for efficient client management
- ✓API integration
30 bps of AUM
Includes KYC/AML onboarding, customer portal, model portfolios, reporting, backoffice and more.
Max 2 advisors, AUM up to 1 000 MSEK.
- ✓Plug-and-play setup
- ✓Compliance-ready
- ✓Built-in model portfolios
20 bps of AUM
Includes sophisticated allocation, smooth onboarding, rebalancing, deposits, withdrawals, reporting and more.
Unlimited AUM and users.
- ✓Full roboadvisor engine
- ✓Custom branding
- ✓Auto-onboarding, rebalancing, deposits, withdrawals, tax reporting and more.
15 bps of AUM
Integrated solution for fund managers to sell their funds directly to clients through their own website.
Unlimited products and AUM.
- ✓Website integration
- ✓Self-service client onboarding
- ✓Fund selection interface
- ✓Client portal with reporting
Transparent Pricing
No hidden fees. Simple, usage-based pricing common to all plans.
Transaction Fee
Applied to all transactions on the platform
Currency Exchange Fee
For all currency exchange operations
Setup Fee
No setup fees for any plan
Compare Our Solutions
Choose the plan that best fits your business needs and growth objectives
For larger institutions
For independent advisors
White-label solutions
Trusted by Innovators
See how firms are leveraging Wealthbuilder to achieve scale and efficiency.
“Wealthbuilder allowed us to launch our advisory firm in just 6 weeks, a process that would have taken months otherwise.”
Erik Johansson, Grundare
Max Matthiessen AB
Launched in 6 weeks
“The platform's robust portfolio technology and client portal have been game-changers for our AUM growth.”
Anna Andersson, VD
Säkra AB
AUM grew 3x in first year
“Customizing the platform to our brand was seamless, and the compliance tools are top-notch.”
Mikael Nilsson, Partner
Linné Kapital AB
Reduced compliance overhead by 40%
Experience the Intelligent Platform
From client onboarding to algorithmic rebalancing and tailored portfolio management—customize every step of your advisory service.
Scientific Asset Allocation Powered by Quantitative Intelligence
Invest smarter with evidence-based models. Our platform delivers world-class asset allocation through cutting-edge quantitative models — built to squeeze out every basis point and diversify far beyond the ordinary.
Evidence-Based
Grounded in decades of academic research in portfolio construction and asset pricing.
Beyond Conventional Diversification
Tap into asset classes, factors, and global exposures others ignore.
Risk-Reward Precision
Portfolios are designed to ensure clients are fully compensated for the risk they take — nothing more, nothing less.
Behaviorally Robust
Built to counteract emotional decision-making and cognitive biases.
Institutional-Grade for Everyone
Advanced strategies once reserved for elite funds — now accessible to all.
Calculate Your Profit Margin with Optimized Operations
See how Wealthbuilder's transparent pricing and intelligent asset management tools maximize your advisory business profitability.
Profit Breakdown
Example: If you charge clients 100 bps and use Wealthbuilder Pro (30 bps), your profit is 70 bps.
About Wealthbuilder
The next generation of wealth management infrastructure
Wealthbuilder is a joint venture between Markov Capital AB (quantitative strategy experts, creators of ORCA Hedge) and Betterwealth FTS AB (licensed investment firm with operational infrastructure since 2017).
Together, we enable wealth managers to launch institutional-grade services with modern tech, full compliance, and no legacy systems.
Custody and execution services are handled via Danske Bank, ensuring the highest level of security and reliability for your clients' assets.
The platform powers both enterprise B2B solutions and retail offerings like the roboadvisor at betterwealth.se.
Platform Preview
Advisor Dashboard
Complete overview of client portfolios and performance metrics.
Client Onboarding
Streamlined KYC and compliance process for new clients.
Mobile Experience
Fully responsive client portal for on-the-go portfolio management.
Ready to Elevate Your Practice with Intelligent Wealth Management?
Let's discuss how Wealthbuilder's comprehensive platform, featuring advanced asset allocation models and algorithmic portfolio management, can empower your advisory business. Our team is ready to answer your questions and help you get started.