Ask about your money in plain language. Your advisor reviews everything.
The client portal opens to a conversation, not a spreadsheet. Ask how you're doing, what changed, what's protected — and get a clear, grounded answer your advisor has oversight of. Your full picture (across every account and custody type) and your documents are one tap away when you want to drill in.
Maturity
Live — available now
Building — coming soon
Planned — on the roadmap
▸ The front door — your portal · pwportal.app/chat
🔒 pwportal.app/chat
Margaret Chen · advisor-overseen
›How are we doing this quarter — and are we protected if the market turns?
Here's your household at a glance, across every account:
Total Net Worth
$8,420,115
▲ 1.8% this quarter
Managed & Liquid
$6.21M
on plan
Market Regime
HARD-ASSET TILT
your sleeves are positioned
Your managed portfolio is positioned for the current regime. One thing worth a conversation: your digital-asset holdings have grown to a meaningful share and aren't currently hedged — your advisor has flagged a protective collar to discuss at your review. Nothing changes without your advisor's sign-off and your approval.
Advisor-overseen · every answer logged · your advisor reviews before any action
what would the collar cost me, and what would I give up…
One conversation, your whole picture. Instead of logging into four different tools, you ask — and the portal answers from your complete financial picture, with your advisor overseeing the work. The detailed views are there whenever you want them.
Your views — when you want the detail
The conversation is the front door. These are the dedicated views you open to go deeper — always available, always current.
◈
Overview live
Your net worth and allocation across every account, one screen.
✎
Documents live
Agreements, statements & e-signature — sign right in the portal.
◷
Onboarding live
Get set up — identity, risk profile & account opening.
▤
Holdings building
Every position — managed, held-away & digital — in one view.
⬡
Digital Assets live
Your onchain wallets across EVM, Solana, Bitcoin & XRP — balances, staking & lending.
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Planning building
Roth, RMD, tax-loss harvest & Social Security scenarios.
▰
Statements planned
Unified performance & statements across all your holdings.
✦
Strategies planned
Yield strategies and their value, when they're right for you.
One view, every custody type
The differentiator: your managed accounts, your held-away brokerage, your onchain wallets, and qualified custody — all in a single picture, instead of scattered across separate logins and statements.
⬡ Your Holdings
one view · four custody rails
ALTRUISTManaged Sleeves
6 models · ETF
$4,980,200
live
SCHWABLegacy Brokerage
held-away
$1,231,440
building
WALLETOnchain Holdings
multi-chain · live
$1,604,860
live
ANCHORAGEQualified Custody
digital assets
$200,700
building
STRATEGYYield Strategies
surfaced soon
$402,915
planned
▸ Built differently
Protocol Wealth is built as an operating system for your wealth — a single place where the conversation, your complete financial picture, the analysis behind every recommendation, and a permanent record all come together. You talk to it; it does transparent, recorded work; your advisor decides with you.