WealthTouch, Inc.

WealthTouch is the largest provider of multi-asset, multi-custodial consolidated wealth reporting globally. For over a decade WealthTouch has been the pioneer in setting the standard for innovation for not only data management but data visualization. WealthTouch elevates and amplifies the investor-advisor relationship with objective, actionable oversight for better, faster, smarter decision making. Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch helps deliver clarity, control and peace of mind. The company transforms complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting. Our comprehensive solutions consolidate, reconcile and report across all asset classes, custodians and currencies to create an unbiased and independent view of the client’s complete wealth picture. WealthTouch is rooted in the family-office tradition of premium service and absolute confidentiality. We blend the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth. We understand that having the right information when and where it is needed creates the right relationship between the advisor and client. In a world where a lack of transparency and overspending are the greatest risks to the preservation of a family’s wealth, WealthTouch is the global standard for portfolio reporting and expense management. ACCURATE | TIMELY | COMPREHENSIVE FAST FACTS: * Supporting several hundred of the most complex family offices in 12 countries * 5 of the top 7 global private banks are clients * Full outsource service provider * Extensible platform with the highest levels of security, flexibility, scalability, accessibility and usability * Ranked #1 for product functionality and #1 for client service by Celent Research's