# White Label Investment Firms Dashboard - Tool: White Label Solutions - Last updated: July 2026 ## TL;DR A true white-label investment firms dashboard means buying into a regulated wealth platform's license and infrastructure — think WealthKernel, Saxo's SaxoPartnerConnect, or DriveWealth — all enterprise-priced with no public rate cards. For an already-licensed RIA that needs a reporting and ops dashboard, no clean white-label product exists; the honest path is off-the-shelf SaaS or a custom build at $13K–$25K that you own. ## Frequently asked questions ### How much does a white-label investment firms dashboard cost? It depends on which product you actually need. Regulated wealth platforms (WealthKernel, DriveWealth, Saxo SaxoPartnerConnect, ETFmatic) are all enterprise-priced with no public rate cards — expect enterprise contracts with per-account or AUM-based fees. Off-the-shelf reporting SaaS (Orion, Black Diamond) runs on per-adviser or AUM-percentage subscription models. A custom reporting and ops dashboard built for your licensed firm is $13K–$25K fixed from RapidDev. ### How fast can I launch a white-label investment dashboard? Realistically 4–12 weeks for the regulated platform tier — enterprise onboarding, compliance review, and legal negotiation dominate the timeline. Off-the-shelf reporting SaaS can be live in 1–2 weeks. A custom reporting dashboard is 6–10 weeks. The stall point on the regulated path is legal review of the Appointed Representative or IB agreement — plan 6–12 weeks for that alone and start it in parallel with commercial negotiations. ### Do I own my data with a white-label investment platform? No — not in the sense that matters. On a regulated white-label platform, client accounts, transaction records, and positions sit with the provider. You possess the data while the relationship is live, but ownership at termination is typically contractual rather than automatic. Ask for data-export terms — format, timeline, and cost — in the contract before signing. On a custom-built dashboard that reads your custodian's data, you own your application and the data remains with your custodian, not a third-party platform vendor. ### Whose securities license do I operate under on a white-label wealth platform? On a platform like WealthKernel (UK, FCA Appointed Representative) or ETFmatic, you typically operate under the provider's securities permissions — not your own. This limits which geographies you can serve, which products you can offer, and how independently you can operate. Who bears regulatory liability in a client dispute is not always clearly defined in contracts — industry sources conflict on this point — so get it spelled out in writing. If you want to operate under your own license, that means a full broker-dealer or RIA registration (for the US, FINRA BD registration carries a $150K+ minimum net capital requirement under SEC Rule 15c3-1). ### White-label vs custom build — what is the real cost difference for an investment dashboard? For an already-licensed firm needing a reporting dashboard, the math is: a $13K–$25K custom build once, then roughly $100/mo for hosting. Against per-adviser or AUM-percentage reporting SaaS subscriptions that scale with your book, the custom build typically pays back in 12–18 months for a 5–10 adviser firm. Against enterprise wealth-platform contracts (five figures per year, sales-gated), a $13K–$25K reporting layer on top of your existing custodian rails pays back in well under a year. Custom wins the 3-year TCO for any established firm. ### Can RapidDev build a custom investment firms dashboard? Yes. RapidDev builds custom investment reporting and ops dashboards in 6–10 weeks for $13K–$25K fixed — full source code, your custodian integrations, your data model, no per-account fees. This is the reporting and back-office layer on top of your existing licensed infrastructure, not a custody or brokerage engine. Book a free scoping call to confirm fit and get an exact estimate. ### Is FINRA or SEC registration required to launch an investment dashboard? It depends on what the dashboard does. A reporting and client-portal tool for an already-registered RIA is an internal/client tool — no additional registration required. If the dashboard initiates trades, holds assets, or provides investment advice to unadvised retail clients, you need the appropriate registrations. On a white-label regulated platform (WealthKernel/DriveWealth), you operate under the provider's permissions — but geographic and product restrictions apply, and you need to understand exactly what activities those permissions cover. --- Source: https://www.rapidevelopers.com/white-label/investment-firms-dashboard © RapidDev — https://www.rapidevelopers.com/white-label/investment-firms-dashboard