Connected data foundations for a wealth dashboard that stays current
WealthScout starts with structured manual records, then grows toward connected prices, broker imports, bank feeds, and property estimates as the product matures.
Connected sources
12
Planned data paths
Market prices
Planned
Daily
Watchlist
Broker imports
Planned
On demand
Research
Bank feeds
Future
Secure
Scoping
Property estimates
Future
Periodic
Scoping
Readiness signal
12 mo
Product shape
Built for the way wealth records actually behave
WealthScout is being built around a private asset registry, explainable history, and focused views that connect each product area back to net worth.
Structured first
Manual records create the clean foundation that connected data can enrich later.
Refresh paths
Planned workflows can keep valuations, balances, and holdings easier to maintain over time.
Explainable changes
Imports should feed a timeline, so every movement has a source and a reason.
Roadmap
Private beta foundations are being prepared
Manual entry
Part of the product foundation being prepared for early access.
File imports
Part of the product foundation being prepared for early access.
API connections
Part of the product foundation being prepared for early access.
Automated reconciliation
Part of the product foundation being prepared for early access.
Private beta foundations in progress
Designed for assets, cash, loans, and records
Careful access for sensitive data
Early waitlist open now
Join the early access list
WealthScout is preparing its private beta. The waitlist is the best place to register interest and hear when early access opens.
Join waitlist