Initial WealthStream Release
WealthStream is available with advisor workspaces, client profiles, document uploads, guided onboarding and planning workflows, secure access controls, and dated product updates.
- Advisor Web App
- Client Profile
- Content Studio
- Onboarding
- Product Updates
- Infrastructure
- enhancement
- security
- compliance
- maintenance
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enhancement
Advisor workspace
Provides an advisor experience for navigating households, reviewing client profile sources, tracking workflow progress, and retrying actions when follow-up is needed.
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enhancement
Client document workspace
Supports private document upload, browsing, and document-backed profile workflows for client workspaces.
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enhancement
Guided planning workflows
Includes clarifying questions, profile summaries, talking points, action inputs, and recommendation regeneration support.
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security
Secure advisor workflows
Includes secure access controls and private handling of advisor workflow data.
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compliance
Product updates channel
Provides dated product updates so customers can review current and past release notes.
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maintenance
Production platform foundation
Includes production monitoring and backup storage for the WealthStream platform.