See it work
Two clients with the same portfolio can want completely different lives.
Wealthbylife is advisor software that starts with the life, not just the money. The client completes a private assessment from a simple link, at their own pace, and their answers are saved as they go. Those answers become a clear picture of what matters to them. The client decides what the advisor sees, section by section. And the advisor walks into the meeting prepared, with recommendations ready.
An evening in a quiet office. The advisor opens the picture, and asks about the cottage before the fund.
Wealthbylife. Understand clients by their life, not just their money. Book a call at maharalabs.com.
How it works
The client completes a private assessment from a simple link.
Their answers become a clear picture of the life they want.
The advisor walks in prepared.
Who it's for
Advisory firms whose advisors want to lead with the client's life. Wealthbylife is in private beta, and the client stays in control of what the advisor sees.
Let's build yours.
Tell us what your business runs on. We will show you what we would build.