Wealth Management Platform

Top advisors requested and we listened. They asked for a custom management solution that actually works so we went and had it built.

Engage & Interact

WealthDrive provides a user experience that is revolutionary. This technology drives client engagement and interaction.

Access. Learn. Scale.

Gain access to exclusive technology, marketing programs, and strategies to scale your business in record time.

Experience Matters

Across every touchpoint, deliver your best advice


Advisor Experience



Business Operations Experience



Client Experience

Technological value proposition

CRM 360

Be more connected

CRM 360

Connect to your customers in a more intelligent and useful way by uniting sales, service, marketing, commerce, and analytics.


Opportunity efficiency

Pipeline Management

Keep track of all your opportunities and monitor them as they move through your sales cycle.


Proposal System

Untangle and streamline

Proposal System

The proposal solution untangles your process and simplifies the client experience to get your team on the fast track to success.

Account Aggregation

All your accounts in one place


Seeing all accounts in a singular view is paramount to staying informed, on-track, and connected.


Advice revolutionized


Customizable or preset institutional grade investment advice available utilizing our technology stack.


New Age Planning

Visualize your finances

New Age Planning

See how we help you and your clients visualize their entire financial picture on one easy to read page.



Built-in communications


With built in telephony, instant messaging, video conferencing; now you have one solution that does everything.

Invoicing & Billing

Accounting done right

Invoicing & Billing

Those once arduous processes of tracking, invoicing, and collecting fees for accounts is a thing of the past.

Human Resources

Oversee your employees

Human Resources

Oversee and manage employees and independent contracts so that you have a 360-degree overview of your business.

One platform – many use cases

Tackle your top strategic initiatives

Streamline your client experience

Client Experience

Our client portal is fully white-labeled exclusively to your brand placing you squarely in the center of your clients' wealth management journey.

Build personalized optimized portfolios

Portfolios at scale

Successfully manage your business without having to spend the considerable time manually building portfolios.

Run your company more efficient

Become more efficient

Make it easy to ensure every client receives the right level of service through powerful service monitor features that automates tasks, all the way from standard onboarding procedures to complex workflows.

Unique Differences

Strategic Alliance

Experience first hand how WealthDrive can help get you from where you are to where you want to be.

Your Time Is Now

The pace at which business moves is becoming faster and more competitive. Put a firm in your corner that you can count on to keep you ahead of the competition.


Frequently Asked Questions

Is converting to your technology difficult?

Converting to our application is a simple and efficient process. Our firm provides all the necessary instruction.

What industries do you help most?

Any business can help themselves with our services, but we exist because of investment, insurance, and consulting industries.

So is this a tech company or investment manager?

The simple answer is that we are both. Our firm started in the investment management business and then added a technology, marketing, and consulting division.

What makes WealthDrive different?

Our firm has been on both sides of the business. This provides us with greater insight and understanding.

Is on-site training available?

Our success is dependent on your success. If on-site training is desired then we will accommodate.

Can you help grow my firm?

Our services when implemented, will grow your business. The easiest way to explain it, is to show you. So reach out and let’s have a conversation.


Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.

Investment Advisory

Royal Wealth Management is an independent firm providing retirement planning and private wealth management.


A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Advisory Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.