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Shared Wealth Technology

Software for shared-wealth operators — CRM, asset management and phantom-share wealth built for trust.

Three products, one operating philosophy. Pick the surface you need today; the rest is ready when you are.

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Three products in the family

Each one stands alone. Together they cover the full operator stack from first contact through capital, governance and participant wealth.

Relationships & pipeline

SWT CRM

Multi-project CRM with AI-driven research, multi-channel outreach, lead enrichment and pipeline visibility. Built for teams that need to find, qualify and close on shared-wealth opportunities.

  • Multi-project workspaces with isolated data
  • AI company research (Gemini + GPT fallback)
  • Email sequences, templates, lead scoring
  • Companies House + Google Places enrichment
Open SWT CRM

crm.sharedwealth.technologies

Capital, ownership & governance

SWT Asset Management

Group capital, asset control, ownership, intercompany, ledger, business plans, governance and reporting — in one operating system that scales with structure complexity.

  • Capital calls, allocations, commitments and receipts
  • Cap tables, share issues, phantom equity plans
  • Intercompany agreements, invoices, licences
  • Governance approvals, resolutions, audit trail
Open SWT Asset Management

assets.sharedwealth.technologies

Phantom shares & distributions

SWT Wealth

Shared wealth offering platform with XRPL-verified phantom shares, KYC, dividend distributions, rewards, referrals and full admin compliance tooling.

  • Phantom share ledger on the XRP Ledger
  • KYC, allowlist and compliance workflows
  • Dividend distributions and tax reporting
  • Rewards engine, referrals and fraud detection
Open SWT Wealth

wealth.sharedwealth.technology

Built on three principles

The same engineering values run through every Shared Wealth Technology product.

Trust

Built to SOC II patterns. IDOR prevention, transactional integrity, encryption at rest, full audit trail.

Transparency

Every figure ties back to a primary source. Every action is logged. Every report is reproducible.

Tooling

Engineered for operators who run real structures — not demos. Performance, accessibility and uptime are first-class concerns.

Ready to look under the hood?

Talk to us about access, custom domains and onboarding for your operating group.

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