Our client platform
Wealth View
Wealth View is Investco's own client platform, built for our clients. Your policies, investment accounts, documents and written plan live in one secure place — always current, always yours to see.
Your plan, in writing, in one place
Most people have accounts and policies scattered across institutions, with statements arriving from each one separately. Wealth View brings the whole picture together: the plan your advisor built with you, the policies that protect it, the accounts that fund it, and the documents behind all of it.
It is a proprietary Investco platform — not a third-party app we rent. We built it because we believe clients should be able to see everything their advisor sees, whenever they want.
What you get
Inside Wealth View
Your whole picture
Insurance policies, investment accounts and your written plan together in one secure view — not scattered across mail and logins.
Documents on demand
Statements, policy documents and illustrations available whenever you need them, without an email chase.
On-demand statements
Up-to-date values and account statements you can pull any time, for your records or your accountant.
A direct line to your advisor
Wealth View carries your advisor's name and contact — questions go straight to the person who knows your file.
Built in-house, like everything we run on
Wealth View is built by Investco and shares the same secure infrastructure that powers the Investco Ecosystem. Because the advisor view and the client view come from the same source, they stay in step — the same records, the same plan, the same documents.
See your finances the way your advisor does
Wealth View comes with being an Investco client. Start with a conversation and we'll build the plan that fills it.