Help your clients think outside their IRA
The WealthFlex platform revolutionizes the IRA, providing fast, easy, economical and flexible access to alternative investments.

SECURE COMPLIMENTARY ACCESS TO THE WEALTHFLEX PLATFORM FOR YOUR FIRM TODAY!

Send an electronic invitation to your clients to open IRA or Solo 401(k) accounts and take advantage of a better experience for both you and your clients. Other solutions require paperwork a half inch thick and require being reliant on multiple people in remote locations. When the ball gets dropped, you can't even tell who dropped it. With WealthFlex, you are always kept in the loop as to the progress of the new account process and when funds are ready to invest.

Firms raising private capital

There is no more efficient way for your clients to access the cash in their IRA or 401(k) than with WealthFlex to invest in your private placements.

Broker/Dealers and Wealth Management Firms

Be kept informed with issues related to the custody of the alternative investments your clients are buying, selling, or holding.  Aggregate client account values with your other custody solution providers for billing client fees.

Attorneys

Be involved in your clients’ process to appoint IRA beneficiaries, draft family trusts as the beneficiary, or an IRA Asset Trust/LLC to hold the IRA’s private investments.

CPAs

Get notified when our platform recognizes your clients have a potential need to file a 990-T tax return for their IRA, or use the platform as part of your advisory service offerings.

GET STARTED WITH WEALTHFLEX TODAY!

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