Advisory at scale, without adding headcount.
Connect your client book to Wurthy. Wes identifies the best advisory opportunities, prepares the client Blueprint, and packages the work your firm needs to sell and deliver higher-value advisory services.
Find the right clients
Identify the best advisory opportunities across your book.
Package the pitch
Turn insights into agendas, summaries, decks, proposals, and follow-ups.
Scale delivery
Serve more clients without adding headcount.
Integration
Connect client systems. See the advisory opportunity.
Wurthy connects the tools your clients already use and turns the data into a live financial picture your firm can review. Within the first workflow, your team can see which clients are ready for advisory, what to discuss, and how to package the next conversation.
Wurthy Blueprint
Every client gets a starting point for advisory.
Meet Wes. Ask a question, get an answer. No more clicking through apps to find data. Stop chasing data across disconnected apps — Wurthy connects your clients’ entire business.
One dashboard
For every client’s financial and operational data
Live performance data
Updated automatically
No manual data pulls
Or manual syncing
Connect 3000+ apps
That your clients already use