For RIAs & Multi-Family Offices
Private banks, brokerages, held-away assets, real estate, equity compensation — your clients' financial lives are fragmented across relationships you don't control. Henry gives your firm a white-label wealth platform that consolidates everything into a single experience you own.
The Problem
6–12
Financial relationships per HNW household
Private banks, wirehouses, custodians, alternative platforms, insurance carriers — each with its own login and reporting cadence.
40%
Of assets typically held away
Real estate, private equity, crypto, stock options, and other assets that never show up in custodial reporting.
Hours
Spent reconciling each quarter
Your team manually aggregating data from multiple sources to build the consolidated view your clients expect.
The Platform
Aggregate every account, asset, and liability across all household members into a single net worth dashboard — with per-member breakdowns and consolidated analytics.
See exactly where your clients' money goes. Category breakdowns, top merchants, daily spending trends, and cash flow analysis — all from your advisor dashboard.
Generate branded financial reports with spending analytics, category breakdowns, and trend charts. Export to PDF, CSV, or share directly to the client portal.
Access your clients' Plaid-linked bank statements directly from the advisor dashboard. View, download, and review PDFs without asking clients to forward documents.
Your brand, your domain, your client relationship. Henry runs in the background — your clients see a platform purpose-built by their advisor.
Real estate with automated valuations, private equity and venture positions, crypto wallets, stock options with vesting schedules, and more.
ISO vs NSO modeling, QSBS eligibility tracking, AMT exposure analysis. Give your clients insights their banks can't provide.
Granular permissions for advisors, associates, and client family members. Read-only by default, with configurable access levels per account.
Client Intelligence
Total Spending
$1.24M
-5.3%Total Income
$3.87M
+2.8%Net Cash Flow
+$2.63M
Transactions
1,847
Spending Trend
Top Categories
Spending analytics, category breakdowns, and exportable reports — all from the advisor view.
How It Works
01
We set up your white-label instance with your branding, domain, and permission structure.
02
Link custodial accounts via Plaid. Add held-away assets manually or via data feeds.
03
Invite client households with scoped access. Each client gets their own consolidated view.
04
Use the advisor dashboard to analyze spending, generate branded reports, access statements, and deepen client relationships.
Total AUM
$24.7B
Households
142
Linked Accounts
1,847
Kensington Family Office
34 accounts · $3.2M/mo
$4.8B
+2.1%
Meridian Holdings Trust
28 accounts · $2.7M/mo
$3.6B
+3.4%
Ashford & Partners
22 accounts · $1.9M/mo
$2.9B
+1.8%
Harrington Estate Group
18 accounts · $1.4M/mo
$2.1B
-0.3%
Caldwell Family Trust
14 accounts · $1.1M/mo
$1.7B
+2.7%
Advisor Dashboard
Monitor total AUM, spending patterns, and cash flow across all client households. Drill into any family to see categorized spending analytics, bank statements, and consolidated reporting — without logging into a single custodial platform.
Why Henry
Legacy Tools
Henry
Setup time
3-6 months
Weeks
Client spending analytics
Not included
Built-in dashboards
Categorized reports
Manual in Excel
One-click, branded
Bank statement access
Ask clients to forward
Direct Plaid download
Household reporting
Per-account only
Consolidated across members
Report sharing
Email attachments
Shared to client portal
Held-away assets
Manual entry
Automated + manual
Real estate valuations
Manual appraisal
Zillow-powered, live
Equity compensation
Not supported
ISO/NSO/QSBS built-in
White-label
Enterprise tier only
Standard
Pricing model
Per-seat + AUM basis
Per-household, flat
Read-only connections via Plaid. Your clients' credentials never touch our servers. Scoped access controls ensure advisors only see what they're authorized to view.
Give your clients the consolidated wealth experience they expect — branded as yours, powered by Henry.
Tailored onboarding for firms managing $1B+ in client assets.