Three capabilities.
One practice that scales.
Wio Capital handles the repeatable back-office work that eats advisory hours: portfolio drift, client reporting, and meeting preparation. Here is exactly how each one works.
Drift is detected, flagged, and queued. You approve.
Every client account is monitored against its target allocation. When a position drifts past your configured threshold, it enters the rebalancing queue with a suggested trade set. You review and execute, or delegate the decision. No spreadsheets, no manual scanning.
- Per-account drift tolerance bands (conservative to growth)
- Tax-aware trade suggestions with lot-level detail
- Bulk approval or selective override per client
- Audit log of every action for compliance records
Reports that look like you spent all day on them. You spent twelve minutes.
Client reports are generated from live account data. You configure the template once: performance period, benchmarks, commentary sections. Wio Capital populates the numbers and formats the output. You review and send, or auto-deliver on your cadence.
- Monthly, quarterly, or event-triggered delivery
- Benchmark comparison with your chosen indices
- Holdings summary, performance attribution, and commentary
- Branded PDF output with your firm identity
Walk in to every meeting already prepared.
Before each scheduled meeting, Wio Capital assembles a briefing card: recent account activity, open action items, performance since last meeting, relevant market context, and anything flagged from prior notes. You open one screen instead of four.
- Automated meeting agenda based on client history
- Action items carried forward from previous meetings
- Portfolio snapshot at the moment of meeting
- Life event and household updates pulled from CRM
Up and running in a day.
Connect your custodian data feed, configure your model portfolios and drift tolerances, and Wio Capital starts monitoring immediately. No implementation project. No onboarding team.
Connect your accounts
Link your custodian data through a read-only API connection. Wio Capital syncs holdings, transactions, and cash positions. No manual imports, no CSV uploads.
Configure your models
Define target allocations, drift tolerance bands, and rebalancing rules for each client group. Assign clients to models or set individual targets. Takes about thirty minutes for a typical book.
Review your queue each morning
Each morning your dashboard shows drift alerts, reports ready for delivery, and client meetings scheduled for the day. You start the day knowing exactly what needs attention.
Approve, send, grow
Approve rebalances, review and send reports, walk into meetings prepared. The time you recover goes toward prospecting, deeper client relationships, or leaving at a reasonable hour.
Built for the way independent advisors actually work.
No IT team. No dedicated ops staff. No implementation consultant. Wio Capital is configured by the advisor, for the advisor.
See the platform with your own book.
30-day free trial. No credit card required. Onboarding in under a day.