WealthWire
EARLY ACCESS · CH
FOR INDEPENDENT WEALTH MANAGERS

Still placing orders by email, phone, or each custodian's online banking?

FIX connectivity to your custodian banks. From a browser. Starting at CHF 97/Month for up to 100 orders/Month.

We use this to prioritise which banks we connect first. Type any bank name and press Enter or Tab to add it.
orders.xlsxNESN 500 BUYROG 200 BUYUBSG 900 SELLABBN 350 SELLFIX 4.4BUY 500 NESNFILLED @ 92.14BUY 200 ROGFILLED @ 254.80SELL 900 UBSGFILLED @ 28.63
Rekeying errors
Every order copied by hand is a chance to buy the wrong line. When you send it and when the bank receives it.
No audit trail
A phone order leaves nothing to show your regulator.
Hours lost
Chasing confirmations eats the afternoon. Every day.

How it works

01
Upload your order sheet
Excel still powers banking.
02
WealthWire validates the instruments and routes your orders via FIX
Straight to your custodian bank.
03
See your orders get filled in the WealthWire blotter then download your executions
Fills flow back automatically.

Why now

Regulators expect an auditable order trail. Banks are phasing out manual channels. And FIX — the protocol institutions have run on for decades — was never within reach of smaller firms. Until now.

BUILT ON INSTITUTIONAL-GRADE FIX INFRASTRUCTURE
MADE IN SWITZERLAND
ONE FLAT MONTHLY SUBSCRIPTION. NO INVOICES, NO BPS CHARGES, NO CHARGES TO YOUR BANK.

FAQ

Our template is keeping things simple and at low cost. Depending on user demand, we might develop more flexible solutions.

No, the custodian will not be charged for FIX connectivity. This has been the main reason in the past why custodians would not accept FIX connectivity for small clients.

We have decades of experience on the buy and sell sides, and working for leading order and execution management Fintechs.

Count on it in Q1 2027 and be positively surprised when it goes live before.

Be first in line.

Launching in Switzerland first.

We use this to prioritise which banks we connect first. Type any bank name and press Enter or Tab to add it.
Your email is used for launch updates only.