See WiseNest Connect in action

Explore what your advisor dashboard looks like — client cards, warm introductions, and planning tools built for bilingual families.

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WiseNestConnect

Clients

Active

NamePlan StatusAUMSuccess RateNext Action

María G.ES

58 · Bilingual

Active$412,00084%Roth window review

James & Linda K.

62 & 60

Review Due$638,00071%SS timing decision

Carlos & Ana R.ES

54 & 51 · Familia

Active$295,00078%Survivor plan setup

Patricia M.

Plan Shared$521,00091%Annual check-in

Everything you need — built for bilingual practices

Automated check-ins

Smart nudges remind clients to update their plan when life changes happen.

Shared retirement plans

Clients build their plan in WiseNest — they share it with you, pre-filled and ready to advise on.

Compliance-ready reports

White-label bilingual PDFs that satisfy disclosure requirements and delight clients.

Look-After™ Guardian

Hash-chained audit trail for capacity grants — aging parent, disabled family member, or estate handoff. Full advisor visibility, zero liability blind spots.

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