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Introducing Wealthtime

The platform built around you

Speak to us today

We’ve been around for a while. In fact you might know us by our previous name, Novia. We have over 15 years’ experience in the platform market as an award-winning and innovative provider.

15+

years’ experience in the platform market

1,500

adviser firms

3,800

adviser users

77k

investors using our platform

B

AKG financial strength rating

£12bn

AUA

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Flexible wrappers for smarter investing

Our complete set of product wrappers and wide range of investment options puts you in complete control of your clients’ investments – no matter what stage they’re at in their investment journey.

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ISA

  • Flexible Stocks and Shares ISA
  • Same day withdrawals for easy access to funds
  • Make withdrawals and pay back in the same tax year without affecting ISA allowance
  • Bed and ISA functionality
  • Family linking
  • Junior ISA also available
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SIPP

  • Drip-feed drawdown with online withdrawals
  • Supported by our award-winning retirement proposition
  • Pre-funded tax relief at source on pension contributions
  • Bed and SIPP functionality
  • Family linking
  • Junior SIPP also available
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GIA

  • Unlimited contributions
  • Same day withdrawals for easy access to funds
  • Trust, corporate and third-party options available
  • Supported by our market-leading CGT calculator
  • Designate easily, making things clear for tax purposes
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Offshore Bond

  • Alternative tax-efficient solution to support financial planning
  • Provided by RL360 who have an AKG rating of B (Strong) and 5* service
  • Can help to manage CGT liabilities
  • Withdraw up to 5% per annum tax-deferred

An outstanding investment choice

Our comprehensive range of investments gives advisers the choice and flexibility to deliver the best possible outcomes for clients.

Over 6,000 lines of assets

 

3,500+ funds from more than 300 fund managers

 

Structured products from dozens of providers, including Investec, Morgan Stanley, Meteor and Walker Cripps

 

Equities traded on the FTSE All-Share, AIM listed stocks and corporate bonds, and investment trusts

More than 400 ETFs, including aggregated trading on providers like DB x-Trackers, UBS, Lyxor and State Street

 

One of the few platforms to provide Smoothed Funds (With Profit)

 

One of two platforms to offer Secure Lifetime Income (Guaranteed Income)

 

Market-leading online investment list – shows the extensive range of investments available on our platform including charges, types, objectives and yields. You can also view independent ratings and download factsheets to help guide investment decisions.
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Our comprehensive range of tools

Unlock a wide selection of tools which have been created with you in mind, which we continually enhance based on user feedback.

Report Zone

Get information about your business and clients at the touch of a button with access to 45 intuitive reports.

Investor Zone

Investors can log in anytime, anywhere and see where their assets are invested and how they’re performing.

Model Portfolio Manager

Build and instantly use an unlimited number of model portfolios.

Back-office integration

Our platform integrates seamlessly with a wide range of back-office systems.

CGT calculator

Use our market-leading CGT calculator which is integrated with the platform for easy use.

Portfolio scanner

Drill down and conduct a thorough examination of client portfolios.

Electronic submission

Do more online than ever before with easy journeys and form submissions.

Model Portfolio Evaluator

Evaluate portfolios quickly and easily.

Performance and risk charting

With information provided by FE fundinfo you can easily chart funds based on their performance and risk rating.

Portfolio Performance Review

This tool looks at the performance of a client’s portfolio taking into account their actual cash flow and works out the rate of return earned on their money.

Editable client reports

Tailor any client report and add extra content with ease.

Imago illustrations

Generate clear, personalised, and easy to understand illustrations so your clients can make informed decisions about their financial future.

Fund research tools

Get the latest insight on fund performance by charting selected funds and reviewing their performance over time.

Notification centre

Your one-stop shop for the latest updates on client cases and submissions.

Origo’s Unipass LOA

Save admin time by managing LOAs completely online across multiple providers.

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Explore our tools

A platform built around you

Clean, modern and easy-to-use – the Wealthtime platform has been designed to make your life easier. Our intuitive platform experience saves you time and makes investing your clients’ money as straight-forward as possible.

Expect continuous improvement

We’re already proud of what our platform does today and how it makes life easier for the advisers that use it.

But we never stop looking for ways to improve.

That’s why we have a 10 year partnership with Wipro and GBST. To continue to evolve and improve to deliver you a truly next-generation platform experience.

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Service that truly supports

We want to support you however you prefer to work. Whether you’d rather use our smart tech to self-serve, or want to speak to our expert team for one-to-one support, our platform is here to help you.

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Numerous how-to guides, documents and other resources to help you self-serve.
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Calls are answered quickly – so you can easily reach us if you want to speak to someone.
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You’ll have a dedicated team to help onboard you onto the platform and make sure everything operates as expected.
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We’re accredited by the Good Business Charter in recognition of our commitment to ethical and responsible business practices.

Get to know us more

We’d love the chance to explain more about the Wealthtime platform; what it could do for you and how we could work together.
If you have any questions, or would like to discuss anything further, please pop in your details below and your dedicated Regional Sales Manager will reach out soon.

 

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Meet the team

If you’d prefer to reach out to someone directly, here you can find the details of our Regional Sales Managers who will be happy to help.