Wealth management, simplified
A unified platform for advisory firms to manage clients and portfolios — all in one place.
Everything your firm needs
Built for advisory firms of every size — from independent advisors to multi-team practices.
Client Management
Suitability profiles, service levels from Basic to Family Office, and full client oversight — all in one view.
Model Portfolios
Build and assign templated portfolios with risk ratings and benchmark tracking.
AUM Dashboard
Real-time Assets Under Management tracking with multi-currency support and historical trends.
Team Collaboration
Role-based access — Owner, Admin, Advisor, Analyst, and Viewer — for your entire firm.
Advisory Sessions
Schedule and document consultations, reviews, and planning sessions with action items.
Multi-Currency
Support for EUR, USD, GBP, DKK, SEK, NOK, CHF and 2,300+ European bank connections.
How it works
Request access
Get in touch and we'll set up your advisory company on the platform.
Invite your team
Add advisors with customized role-based permissions.
Onboard clients
Import client data, assign portfolios, and start managing.
Interested in cashegg for your firm?
We're currently invite-only. Contact us to learn more about how cashegg can streamline your advisory practice.
We typically respond within 24 hours