Wio Capital
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Wio Capital is a digital wealth management platform designed for independent financial advisors, wealth managers, and family offices. It brings investment advisory, portfolio management, order execution, reporting, and client relationship management into a centralized workspace, helping professionals manage client assets across multiple custodians and financial entities.
The platform supports open-architecture investing across funds, equities, ETFs, fixed income, private equity, and other private-market assets. Key capabilities include suitability and appropriateness assessments, regulatory compliance controls, personalized investment proposals, discretionary portfolio management, automatic rebalancing, multi-entity order execution, and consolidated portfolio reporting. Advisors can also monitor investment performance, costs, distributions, valuations, and client objectives in one place.
Wio Capital includes AI-powered tools for portfolio analysis, product research, financial planning, intelligent insights, and workflow automation. Its Alternative Hub is designed to help manage private equity, real estate, and other alternative investment programs, including capital calls, commitments, cash flows, documentation, and returns. The platform also provides client portals, integrations with custodians and financial systems, and APIs to support operational efficiency, investment management, and scalable wealth advisory services.
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