A view that fits your life
Group investment accounts into collections for a household or family trust, while keeping individual accounts in view.
A first look at WealthProof
See the story behind your portfolio.
Bring your investment accounts into perspective. Explore your holdings, understand changes over time, and see the details behind the numbers—so you can approach your next financial decision with better questions and greater clarity.
In development · Alpha preview
Check your portfolio on the go. Take a deeper dive on a bigger screen. WealthProof works on phones, tablets, and desktops.
Alpha preview · fictional demonstration data · English UI shown
These are pre-release screens. Final screens and features are subject to change. The Vanderbilt family accounts are fictional demonstrations, not actual family finances or customer results.
Knowledge is power
Your balance is up. What actually changed?
You leave an employer and roll your 401(k) into an IRA. Your IRA balance jumps. But how much came from money you already had—and how much reflects a change in your investments?
That distinction changes the conversation. WealthProof’s alpha brings known deposits and withdrawals alongside estimated investment change, helping you look beyond the headline balance and ask more informed questions with your adviser.
“How much did my investments change after accounting for the money I moved in?”
An illustrative rollover
- Starting IRA value
- $500,000
- 401(k) rollover into the IRA
- +$300,000
- Remaining change in value
- +$25,000
- Ending IRA value
- $825,000
A $325,000 balance increase includes $300,000 moved in from the 401(k). The remaining $25,000 is the change to examine.
Simplified illustration, separate from the screenshots. Assumes no other cash flows. It does not calculate an investment return or identify every cause of the remaining change.
Know what is
See what you own. Then look inside it.
A list of fund names only goes so far. Bring your holdings together and explore the estimated mix of stocks, bonds, and cash inside them. See where your investment dollars are concentrated and which questions deserve a closer look.
Holdings in context
See the share each investment represents across the accounts in a collection.
An underlying asset picture
Explore estimated asset-class exposure, including cash held inside other investments, with coverage made visible.
Understand how you got here
Give your financial history a bigger picture.
Explore a recent quarter or take the longer view. Bring historical values, known deposits and withdrawals, and known fees into the same conversation. Revisit the periods that matter to you with more context for what changed.
Make the movements easier to understand.
In this fictional three-month example, the account balance rose by $52,927 even after $5,700 in known net withdrawals. WealthProof shows an estimated investment change of $58,627 alongside those cash movements—making it easier to distinguish changes in your investments from money moving into or out of your accounts.
Bring known costs into the conversation.
See the fees and expenses identified in your records for the period you are exploring. Having that context makes it easier to ask what you paid and what value you received.
Estimated investment change can include unreconciled activity and valuation differences. Coverage may be incomplete; changes in value are not the same as investment returns.
A more informed present
Give your last statement a newer market perspective.
Keep what your records reported in view, then explore an estimate using newer available market prices. WealthProof shows the dates and coverage behind those numbers so you can understand the basis of the comparison.
Estimates reprice the last imported quantities. Later trades, cash movements, income, and fees may not be reflected.
Clarity you can explore
Stay connected to the details behind a number.
Move from the collection view to individual positions. See which account holds an investment, the quantity reported, the price used, and the dates attached to it. When something raises a question, you have a place to begin investigating.
- Reported information and estimates are clearly distinguished.
- Coverage and dates stay visible.
- Missing information is not silently treated as zero.
Explore what if
Bring clarity to your next adviser conversation.
Be equipped with a more transparent view of your accounts. Partner with your financial adviser to explore whether your portfolio aligns with your investment strategy and estate-planning goals—and bring better questions to the decisions you make together.
Our broader vision is to connect that understanding with ways to explore future possibilities. Goal-based planning and “what if” experiences are part of that direction; they are not demonstrated in this alpha preview. WealthProof AI Companion may arrive later and is not promised as part of the initial beta or public release.
01Does my portfolio reflect my investment strategy?
02How do my accounts fit into my estate-planning goals?
03What changed—and what should my adviser and I discuss?
Planned Beta File Imports
Your records. A clearer picture.
We’re planning support for customer-uploaded files from these financial institutions, so you can explore your investment records together in WealthProof.
- Planned for beta
- Planned for beta
- Planned for beta
- Planned for beta
- Planned for beta
- Planned for beta
WealthProof is independently developed by Dezota. It is not affiliated with, sponsored by, or endorsed by any of the financial institutions shown.
Download your records
Download supported files from your financial institution.
Choose what to share
Securely upload the files you choose to your own WealthProof account.
Explore the bigger picture
Bring your records together to examine holdings, cash flows and changes over time.
Customers independently choose which supported files to share through their individual WealthProof accounts. Planned support is subject to testing and may vary by institution, account type and file format. Final product features and supported financial institutions are subject to change.
LPL Financial, Edward Jones, Morgan Stanley, Fidelity Investments, SEI and Charles Schwab retain ownership of their respective names, logos and trademarks. Dezota claims no ownership of these marks. They are shown solely to identify planned file-import support.
What comes next
A clearer financial picture. More people included.
Late Q4 2026 · planned
Invitation-only beta
English and Spanish available during beta.
Q1 2027 · anticipated
Public release
All ten company languages planned for full product launch.
English · Spanish · Brazilian Portuguese · French · Italian · German · Dutch · Japanese · Korean · Simplified Chinese
Product-language support is planned as described above. Screenshots show the English interface and will remain in English across our marketing pages.
In development · Alpha preview
Talk with us about WealthProof
We anticipate an invitation-only launch in late Q4 2026 and a public release in Q1 2027. WealthProof remains in development; launch timing and features are subject to change.
Ask about the invitation-only launchWealthProof is a financial analysis tool, not a financial advisor. It does not provide personalized investment recommendations.
A thought to consider
The greatest value of a picture is when it forces us to notice what we never expected to see.