Wealth Management
Wealth Management is Bitment's advisory module for firms that manage investment accounts and financial plans on behalf of clients, organized around households rather than individual accounts, so the people and accounts that plan together stay grouped together.
Coming soon. Wealth is visible in the Financials switcher but not yet open to firms; selecting it shows a coming-soon placeholder rather than the working app. This page describes what it's designed to do so you know what to expect when it becomes available.
Where to find it
Wealth lives behind the Financials tile in the dock, alongside Bookkeeping, Payroll, and Taxes. Click Financials and choose Wealth from the list that appears to see its current status.
Key concepts
- Household: the advisory relationship unit. A household groups the people and accounts that plan together, individual, joint, family, trust, or business.
- Investment account: a custodial account belonging to a household, with its own holdings, allocation breakdown, and activity history.
- Financial plan: a household's holistic plan, tracking one or more goals (retirement, education, a home purchase, and similar) and scored with a Monte Carlo success rate, the probability the plan meets its goals across many simulated market paths.
What it will cover
A household's investment accounts show their holdings, allocation, and activity in one place. A household can also carry a financial plan with tracked goals, each showing progress and a funding likelihood driven by the Monte Carlo projection.