The Complete Wealth Management Platform for Modern Advisors

Woodcore provides wealth managers with a comprehensive, secure, and scalable platform to streamline operations, serve clients better, and grow their businesses. Manage client portfolios, optimize asset allocation, and handle treasury operations all within a single, integrated solution.

Streamline Your Wealth Management Operations

Wealth management is complex, but managing it doesn’t have to be. With Woodcore, you can efficiently oversee diverse client portfolios, create customized reports, and automate key processes. Our platform provides a unified view of all client assets, enabling you to deliver personalized advice and improve client outcomes.

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Centralized Portfolio Management

Manage all types of client investments, from equities and bonds to real estate and alternative assets, in one platform.

Custom Reporting Tools

Generate detailed, customized reports that reflect your client’s unique goals and needs.

Automated Workflows

Reduce manual work and focus on strategic advising with automated processes for routine tasks.

Optimize Asset Management with Comprehensive Tools

Asset management is crucial to delivering value to your clients. Woodcore offers advanced tools to help you efficiently manage a wide range of assets. Gain a holistic view of your client's wealth, monitor performance in real time, and adjust strategies quickly to align with market conditions.

Diverse Asset Management

Support for managing equities, fixed income, mutual funds, real estate, and more.

Performance Monitoring

Real-time tracking of asset performance and market trends to make proactive adjustments.

Seamless Rebalancing

Easily rebalance portfolios based on client risk tolerance, market shifts, or lifecycle events.