Welcome

Welcome to the developer portal for Wealth.com! We have extended and opened our platform to enable you to customize how Wealth.com works and how it can work for your organization.

Guides

Advisor API

Learn how to connect your advisor applications to Wealth.com Advisor API and extend your practice.

Read more

Advisor SFTP

Securely transfer your clients, users, entitlements, people/trusts/entities, and assets to Wealth.com in bulk over SFTP.

Read more

Wealth MCP

Connect an advisor’s book of clients to Claude, and ask estate and tax questions in plain language.

Read more