Run a solo practice
like you have an analyst
on call.
Wio Capital handles rebalancing, reporting, and client prep so you grow your book without growing headcount.
No credit card required. Cancel at any time.
Your clients deserve more than the hours you spend on rebalancing.
Managing 80 households as a solo advisor means the spreadsheet work crowds out the conversations that actually build trust. Drift reports, performance summaries, meeting prep notes: each one takes real time that could go to clients.
Large firms solve this with analyst headcount. Independent advisors don't have that option. Wio Capital was built to close that gap.
See how Wio worksThree modules. One practice.
Built around the three tasks that take the most advisor time, working together so nothing falls through.
Rebalancing
Wio monitors every client portfolio against target allocations and surfaces drift before it becomes a problem. Review the queue, approve trades, done.
Reporting
Automated monthly performance reports for every client, formatted and ready to send. Your branding, their results, no assembly required.
Client Prep
Before each meeting, Wio surfaces the key facts: portfolio changes, life events flagged in notes, questions worth raising. Walk in prepared, not just informed.
"I spent over a decade advising clients at a large wealth-management firm. When I went independent, I expected to trade bureaucracy for freedom. What I didn't expect was to trade it for spreadsheets."
After leaving institutional practice, Gonzalo found that every back-office tool built for independent advisors was either stripped-down software designed for individual investors or enterprise software priced for multi-advisor teams. Nothing existed in between. Wio Capital is that tool: purpose-built for the solo and small-team advisor who wants institutional-quality back-office capability without the headcount or the enterprise price.
Read more about the teamAdvisors who stopped doing it by hand.
The rebalancing queue alone changed how my week looks. I was spending two mornings reviewing spreadsheets. Now I spend forty minutes and I have a trade list ready.
My clients were getting quarterly reports late because I was assembling them manually. Now they go out on the first week of every month. That alone improved two relationships I was at risk of losing.
Client prep used to mean opening four tabs and spending twenty minutes pulling together notes before a meeting. Now I have a summary waiting. It remembers things I would have missed.
Transparent pricing for independent practices.
Three tiers starting at EUR 49 per month. Solo, Practice, and Growth plans to match where you are in building your book. No setup fees. No per-household charges. Try any plan free for 30 days.
See full pricingStart running a practice that scales.
30 days free. No credit card. Cancel at any time.