WealthTouch
WealthTouch is a unique, integrated back-office service provider for the high-net-worth market composed of accounting, tax, technology, and administrative professionals serving customers in areas such as financial data aggregation, expense management for client obligations, and preparation of financial reports for family members and financial advisors.
WealthTouch combines a proprietary platform for data aggregation and reporting with a clear understanding of the financial and security issues critical to serving this unique client niche.
Because WealthTouch serves only this unique niche and their trusted advisors, a very specialized accounting process and reporting function has been developed. Our clients enjoy economies of scale as our technology solutions streamline the accounting functions. These services are remarkably transparent to the family and its advisors.
