For financial advisors
Bring your clients along.
Your clients bring their holdings from any brokerage. You see every portfolio and plan in one place, prepare for meetings in minutes, and keep the advice yours.
For licensed professionals. We check your firm and CRD or licence number first, usually within two working days.
- Maya R.Retirement · 2041$412,380.20+$1,204.10 (0.29%)Review due
- Sam and Lee K.College fund · 2034$96,415.75+$310.62 (0.32%)On track
- Jordan P.House deposit · 2028$38,902.40-$85.10 (0.22%)Mix drifted
Meeting prep for Maya: what changed since your last review, and talking points drafted for you to edit.
The tools
Everything around the advice, in one place
Northwend handles the gathering, the tracking and the paperwork, so your time goes to the conversation.
Client setup links
A one-time link for each client to set their own password. You never share or see it.
Every client on one page
Each client's value, today's change, alerts, and who's due a review, with any client a click away.
Proposals
Draft a mix on a client's plan, compare it with today's, and share it. Your client accepts or replies from their own account.
Meeting prep
What changed since the last review, and talking points drafted for you to edit and keep as a private note.
Progress reports
Prepare a report for last month, last quarter or the time since your last one, and send it. Your client reads it in their account, and a plan PDF is there for meetings.
Notes and next steps
Notes your client sees, private notes only you see, and next steps you can both follow.
Model portfolios
Save your own model mixes once and use them across clients.
A Monday email
Your week in numbers: reviews due, proposals accepted, open next steps. Counts only - no client names or figures leave the app by email.
Your name on it
Your name, firm, contact details and a message, shown to your clients on their own pages.
For your clients
A calm place your clients will actually open
Clients bring holdings from any brokerage - pasted, uploaded, from a screenshot or typed in - with no brokerage login. They see their goal, their plan and your notes, and Ask Northwend explains what they see in plain language between meetings.
- Any brokerage. Schwab, Fidelity, Robinhood and others, all treated the same.
- Education, not advice. The guide explains; the recommendations stay yours.
- Their data stays small. Uploads aren't kept, account numbers are cut to the last 3 digits, and the AI sees percentages only.
- Two-step sign-in for you. Every advisor account uses an authenticator app.
Getting access
From request to your first client
Request access
Create an account as an advisor, with your firm and your CRD or licence number.
We check it
Usually within two working days. Until then, you can look around as an investor.
Turn on two-step sign-in
With any authenticator app, the first time you sign in.
Invite a client
Send a one-time setup link. Your client sets a password and brings their holdings in.
Before you start
Common questions
Does Northwend hold client money or place trades?
No. It isn't a broker or a custodian and isn't connected to any brokerage. Money and trades stay with each client's brokerage.
Who gives the advice?
You do. Northwend is an educational tool: it explains and organizes, and its guide never tells anyone what to buy. Your own obligations, such as keeping records, stay with you and your firm.
Which brokerages do my clients need?
Any. Clients bring holdings in from their brokerage's own export, a paste, a screenshot, or by typing them in.
What does it cost?
Northwend is free while it's in beta. If it ever charges for anything, it will say so first, and nothing is charged without your say-so.
Can I see other people's accounts?
No. You see only the accounts linked to you as your clients, and each client sees only their own.
Bring your first client along.
Free while in beta. Questions about using Northwend in your practice: [email protected]