Choose how hands-on you want to be.
Wevanta works for independent users and those who want expert help. You always retain full dashboard access and complete data ownership, regardless of plan.
Three ways to get started.
Every plan includes the full Wevanta platform. The difference is how much expert support you get during setup and ongoing maintenance.
Self-Managed
Best for users who want to import, organize, and maintain their own financial records at their own pace with no external help.
- Full dashboard access — all features
- Multi-asset & liability tracking
- Insurance & policy reminders
- Document vault & reporting
- Data export anytime
- Email support
Assisted Onboarding
We help you import historical data, structure accounts correctly, and launch with a clean, organized dashboard from day one.
- Everything in Self-Managed
- Expert-guided data import session
- Account & category structuring
- Historical record entry
- Dashboard review & walkthrough
- Priority support during setup
Managed Support
For users who prefer continued professional assistance while always retaining full visibility and account access themselves.
- Everything in Assisted Onboarding
- Periodic record updates by our team
- Ongoing account maintenance
- Annual wealth review sessions
- Always-on dashboard visibility
- Dedicated account contact
A closer look at each service level.
All plans give you the same platform — same features, same data ownership, same security. The difference is the support layer you get on top.
Self-Managed
Log in, import your records, and get going. You have access to all Wevanta features — asset categories, insurance tracker, document vault, reports — right from day one. Our knowledge base and email support are always available if you need help.
- Import from bank statements, broker CSVs, or manual entry
- Track equity, MF, gold, property, FD, PPF, NPS and more
- Set insurance premium and maturity reminders
- Upload and tag financial documents in the vault
- Generate net worth and portfolio reports as PDFs
- Export all data anytime — no lock-in
Assisted Onboarding
Starting a wealth tracker is easy — but getting historical data organized cleanly is where most people get stuck. Our onboarding team works with you in a structured session to import existing records, set up the right categories, and make sure your dashboard reflects reality from day one.
- Scheduled 1-on-1 onboarding session with a Wevanta specialist
- Guided import of up to 5 years of historical records
- Account structure review — categories, family members, asset types
- Insurance policy data entry and reminder configuration
- Post-setup dashboard walkthrough and Q&A
- Priority support access for 30 days post-setup
Managed Support
Some users prefer to simply review their wealth picture, not manage the data entry themselves. Our managed support plan gives you a professional team that keeps your records current — while you always have direct dashboard access and full visibility.
- Monthly record updates — new transactions, valuations, renewals
- Quarterly portfolio review summary from the Wevanta team
- Policy renewal tracking and proactive reminders on your behalf
- Document vault management — upload, tag, organize
- Annual wealth review session with dashboard walkthrough
- Dedicated account manager and priority support channel
Your data is always yours.
Regardless of which plan you choose — and regardless of whether you continue with Wevanta — your data is always accessible to you. We have no lock-in, no retention gates, and no hidden restrictions on exports.
Your financial records are encrypted at rest and in transit. We do not share, sell, or use your data for any commercial purposes outside of serving your account.
Export your complete data at any time in standard formats. You never need a reason to request your own records.
Your dashboard is available 24/7. Even on Managed Support plans, you always have direct login access — not just a report from us.
Not sure which plan fits you?
Book a free 20-minute demo call. We'll understand your wealth picture and recommend the right starting point — no pressure, no commitment.