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Wealthtime platform

The platform built around you

Welcome to Wealthtime, the platform built around you.

We’re Wealthtime, an award-winning investment platform that helps advisers deliver the best outcomes for their clients. We bring together smart technology, expert support, and a complete investment solution to give your business more capacity and make it easier to serve your clients. 

We’ve spent over 15 years listening to advisers and building a platform that puts them first. Whether it’s our flexible range of wrappers, our outstanding choice of investments, or our market-leading investment tools – everything we do is built around you.  

 

Our credentials

 

15 years’

Experience in the platform market

1,500

Adviser firms using our platform

3,800

Adviser users

77k

Investors investing with us

B AKG

Financial strength rating

12bn

Assets under Administration (AUA)

Our journey

Established in 2008 as Novia, we’re now part of The Quanta Group, with over 12bn AUA.

Visit The Quanta Group

A future proofed platform experience

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.

Access our platform
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Our wrappers

Whatever your client’s needs, we’ve got the wrappers to match. Our wide range of tax efficient wrappers span the generations and support long-term, effective financial planning.

  • Same day withdrawals for easy access to funds
  • Make withdrawals and pay back in the same tax year without affecting ISA allowances
  • Extensive range of investments to choose from
  • Bed and ISA functionality

  • Bring multiple generations into the financial planning process 
  • At age 18, the JISA switches to a Flexible Stock and Shares ISA when the child can make their own investment decisions 

  • Drip-feed drawdown with online withdrawals
  • Supported by our award-winning retirement proposition
  • Extensive range of investments to choose from
  • Pre-funded tax relief at source on pension contributions
  • Bed & SIPP functionality

  • Extensive range of investments to choose from
  • Could help to manage and reduce IHT liabilities
  • More flexibility and choice than other child’s pensions
  • At age 18, the JSIPP switches into a SIPP when the child can make their own investment decisions

  • 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

  • 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

We’ve teamed up with other leading providers to make their products available via our platform. To find out what’s available, see our non-exhaustive list of third-party wrappers.

Learn more

Our platform technology

We’re working with global experts to deliver a next generation platform experience for financial advisers. 

We’ve partnered with Wipro and GBST to bring advisers a future-proofed platform experience. Our 10-year partnership secures GBST as our underlying platform technology provider, while introducing Wipro to transform our operations and technology.

1

Wealthtime – adviser and investor experience

  • 15 years’ experience in platform market as an independent and innovative provider
  • Comprehensive product wrappers to meet different client needs
  • Wide range of investment options
  • Award-winning retirement proposition

2

Wipro – operations and technology

  • Experts in customer experience – creating extraordinary CX to improve systems and deliver outstanding service 
  • Global team of experts working with household names such as John Lewis, Levis, Google and Microsoft, allowing us to learn from best practice in other industries 
  • 67% of Wipro’s equity ownership is pledged irrevocably to philanthropy in the areas of healthcare, education and allied spheres of development.

3

GBST – platform technology provider

  • Underlying platform technology bringing us to the latest version of Composer
  • £100m recent investment into Composer technology to future-proof platform development
  • Global strategic partnership with Wipro will help us drive rapid change and a market-leading platform

 
Learn more about our platform evolution

Our investments

Our extensive investment range puts you in complete control of your clients’ investments – no matter what stage they’re at in their investment journey.

Explore our investment range
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Our tools

Our comprehensive range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.

Discover our tools
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Our charges

At Wealthtime, we have a sustainable approach to price with a highly competitive charging structure.  

All our wrappers benefit from their own cash facility. This gives you the freedom to manage the levels of cash within your client’s portfolio to suit their needs and withdraw when it’s needed. All cash and investments are protected by us in accordance with the rules of the Financial Conduct Authority. 

Our charges
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Call our team today

Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Classic platform queries, call
03330 417 010